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 9-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 | $125,395 | $108,919+15.1% | $100,391+24.9% | $145,922-14.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.62% | 57.88%-50.3pp | 49.20%-41.6pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,539 | $4,419-42.5% | $3,942-35.6% | $4,660-45.5% |
| Participant deferral / active EE | $2,053 | $8,445-75.7% | $8,082-74.6% | $6,688-69.3% |
| Admin fee / account holder | $27,198 | $9,689+180.7% | $7,899+244.3% | $13,397+103.0% |