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 | $87,952 | $65,395+34.5% | $182,532-51.8% | $72,985+20.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 16.30% | 27.68%-11.4pp | 148.54%-132.2pp | 81.00%-64.7pp |
| Employer contribution / active EE | $5,955 | $1,911+211.6% | $4,076+46.1% | $2,440+144.1% |
| Participant deferral / active EE | $867 | $3,563-75.7% | $5,524-84.3% | $3,607-76.0% |
| Admin fee / account holder | $599 | $4,245-85.9% | $8,592-93.0% | $5,124-88.3% |