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 5-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 | $6,865 | $99,877-93.1% | $84,966-91.9% | $145,922-95.3% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 5.80% | 83.76%-78.0pp | 66.38%-60.6pp | 561.29%-555.5pp |
| Employer contribution / active EE | $933 | $3,231-71.1% | $2,727-65.8% | $4,660-80.0% |
| Participant deferral / active EE | $399 | $5,291-92.5% | $4,519-91.2% | $6,688-94.0% |
| Admin fee / account holder | $549 | $7,248-92.4% | $6,149-91.1% | $13,397-95.9% |