See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,895 | $109,413-63.5% | $156,263-74.5% | $84,808-53.0% |
| Participation rate | 95.5% | 72.7%+22.8pp | 78.9%+16.6pp | 68.3%+27.2pp |
| Annual return | 11.89% | 20.18%-8.3pp | 59.47%-47.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,145 | $2,907-60.6% | $4,333-73.6% | $2,631-56.5% |
| Participant deferral / active EE | $1,695 | $4,590-63.1% | $6,158-72.5% | $4,212-59.8% |
| Admin fee / account holder | $9,208 | $9,357-1.6% | $14,255-35.4% | $7,344+25.4% |