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 | $29,181 | $175,202-83.3% | $149,673-80.5% | $139,434-79.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 9.92% | 166.71%-156.8pp | 134.42%-124.5pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,477 | $5,474-73.0% | $4,818-69.4% | $4,751-68.9% |
| Participant deferral / active EE | $1,219 | $6,519-81.3% | $5,680-78.5% | $6,710-81.8% |
| Admin fee / account holder | $2,890 | $16,150-82.1% | $13,210-78.1% | $11,403-74.7% |