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 | $13,166 | $177,572-92.6% | $154,803-91.5% | $142,382-90.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.26% | 65.07%-57.8pp | 58.88%-51.6pp | 217.08%-209.8pp |
| Employer contribution / active EE | $2,453 | $4,810-49.0% | $4,305-43.0% | $4,299-42.9% |
| Participant deferral / active EE | $1,016 | $6,272-83.8% | $5,540-81.7% | $6,507-84.4% |
| Admin fee / account holder | $265,836 | $16,786+1483.7% | $14,329+1755.2% | $12,624+2005.8% |