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 | $53,203 | $118,849-55.2% | $96,562-44.9% | $167,490-68.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 4.87% | 50.49%-45.6pp | 37.78%-32.9pp | 478.56%-473.7pp |
| Employer contribution / active EE | $1,429 | $3,120-54.2% | $2,356-39.4% | $4,837-70.5% |
| Participant deferral / active EE | $782 | $4,616-83.1% | $3,849-79.7% | $6,341-87.7% |
| Admin fee / account holder | $1,313 | $8,065-83.7% | $6,181-78.8% | $12,309-89.3% |