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 | $44,726 | $109,359-59.1% | $162,163-72.4% | $72,985-38.7% |
| Participation rate | 95.3% | 84.3%+11.1pp | 87.6%+7.8pp | 69.5%+25.9pp |
| Annual return | 11.62% | 25.46%-13.8pp | 115.59%-104.0pp | 81.00%-69.4pp |
| Employer contribution / active EE | $4,068 | $3,907+4.1% | $5,614-27.5% | $2,440+66.7% |
| Participant deferral / active EE | $2,378 | $5,481-56.6% | $7,298-67.4% | $3,607-34.1% |
| Admin fee / account holder | $678 | $7,972-91.5% | $10,843-93.7% | $5,124-86.8% |