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 | $64,589 | $99,985-35.4% | $146,665-56.0% | $85,850-24.8% |
| Participation rate | 80.8% | 73.1%+7.7pp | 80.1%+0.7pp | 69.3%+11.5pp |
| Annual return | 7.51% | 18.93%-11.4pp | 22.74%-15.2pp | 318.53%-311.0pp |
| Employer contribution / active EE | $757 | $2,559-70.4% | $4,136-81.7% | $2,565-70.5% |
| Participant deferral / active EE | $1,679 | $4,006-58.1% | $5,506-69.5% | $3,952-57.5% |
| Admin fee / account holder | $4,823 | $7,702-37.4% | $10,280-53.1% | $6,260-23.0% |