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 | $52,012 | $100,326-48.2% | $180,183-71.1% | $84,808-38.7% |
| Participation rate | 94.9% | 71.0%+23.9pp | 77.4%+17.4pp | 68.3%+26.6pp |
| Annual return | 12.01% | 17.86%-5.8pp | 27.86%-15.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,650 | $3,269-49.5% | $5,039-67.3% | $2,631-37.3% |
| Participant deferral / active EE | $1,702 | $5,066-66.4% | $6,822-75.0% | $4,212-59.6% |
| Admin fee / account holder | $4,531 | $9,674-53.2% | $19,975-77.3% | $7,344-38.3% |