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 | $114,064 | $127,065-10.2% | $113,168+0.8% | $142,382-19.9% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 9.40% | 24.03%-14.6pp | 24.27%-14.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,088 | $3,442-68.4% | $2,975-63.4% | $4,299-74.7% |
| Participant deferral / active EE | $1,654 | $5,716-71.1% | $5,107-67.6% | $6,507-74.6% |
| Admin fee / account holder | $13,277 | $15,736-15.6% | $12,068+10.0% | $12,624+5.2% |