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 | $69,559 | $150,440-53.8% | $136,294-49.0% | $147,584-52.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.23% | 1049.08%-1041.8pp | 5155.94%-5148.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $7,817 | $5,256+48.7% | $4,695+66.5% | $4,876+60.3% |
| Participant deferral / active EE | $1,696 | $6,630-74.4% | $6,247-72.8% | $5,439-68.8% |
| Admin fee / account holder | $3,151 | $10,905-71.1% | $9,243-65.9% | $10,885-71.1% |