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 | $65,505 | $59,101+10.8% | $77,163-15.1% | $75,163-12.8% |
| Participation rate | 85.5% | 63.9%+21.6pp | 69.6%+15.9pp | 67.2%+18.3pp |
| Annual return | 9.99% | 26.71%-16.7pp | 37.87%-27.9pp | 160.62%-150.6pp |
| Employer contribution / active EE | $6,504 | $1,995+226.0% | $2,535+156.6% | $2,670+143.6% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $16,501 | $4,774+245.6% | $5,472+201.5% | $5,651+192.0% |