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 | $31,481 | $83,902-62.5% | $167,512-81.2% | $84,808-62.9% |
| Participation rate | 72.2% | 66.5%+5.8pp | 77.1%-4.8pp | 68.3%+3.9pp |
| Annual return | 13.00% | 91.55%-78.5pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $497 | $2,264-78.0% | $3,882-87.2% | $2,631-81.1% |
| Participant deferral / active EE | $1,354 | $4,442-69.5% | $6,405-78.9% | $4,212-67.9% |
| Admin fee / account holder | $332 | $7,915-95.8% | $9,769-96.6% | $7,344-95.5% |