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 8-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 | $15,856 | $107,334-85.2% | $92,893-82.9% | $152,861-89.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 11.47% | 145.58%-134.1pp | 109.41%-97.9pp | 345.32%-333.9pp |
| Employer contribution / active EE | $3,571 | $4,221-15.4% | $3,653-2.2% | $4,762-25.0% |
| Participant deferral / active EE | $700 | $4,845-85.5% | $4,236-83.5% | $5,850-88.0% |
| Admin fee / account holder | $818 | $7,079-88.4% | $5,794-85.9% | $11,596-92.9% |