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 | $133,552 | $176,056-24.1% | $159,436-16.2% | $167,490-20.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 8.73% | 331.75%-323.0pp | 263.57%-254.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,414 | $5,297-73.3% | $4,829-70.7% | $4,837-70.8% |
| Participant deferral / active EE | $2,142 | $7,750-72.4% | $7,352-70.9% | $6,341-66.2% |
| Admin fee / account holder | $330 | $12,554-97.4% | $10,799-96.9% | $12,309-97.3% |