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 | $58,762 | $58,927-0.3% | $76,817-23.5% | $72,985-19.5% |
| Participation rate | 80.0% | 67.3%+12.7pp | 72.1%+7.9pp | 69.5%+10.5pp |
| Annual return | 10.35% | 2305.64%-2295.3pp | 1166.11%-1155.8pp | 81.00%-70.7pp |
| Employer contribution / active EE | $4,704 | $1,787+163.3% | $2,302+104.3% | $2,440+92.8% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,930 | $4,013-27.0% | $6,420-54.4% | $5,124-42.8% |