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 9-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 | $62,581 | $99,985-37.4% | $146,665-57.3% | $85,850-27.1% |
| Participation rate | 88.2% | 73.1%+15.2pp | 80.1%+8.2pp | 69.3%+18.9pp |
| Annual return | 11.12% | 18.93%-7.8pp | 22.74%-11.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,784 | $2,559-30.3% | $4,136-56.9% | $2,565-30.4% |
| Participant deferral / active EE | $1,545 | $4,006-61.4% | $5,506-71.9% | $3,952-60.9% |
| Admin fee / account holder | $6,420 | $7,702-16.6% | $10,280-37.5% | $6,260+2.6% |