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 6-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 | $36,591 | $159,602-77.1% | $150,045-75.6% | $142,382-74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.91% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,210 | $4,961-75.6% | $4,693-74.2% | $4,299-71.9% |
| Participant deferral / active EE | $1,733 | $8,310-79.1% | $7,997-78.3% | $6,507-73.4% |
| Admin fee / account holder | $826 | $14,846-94.4% | $13,435-93.9% | $12,624-93.5% |