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 | $112,106 | $165,335-32.2% | $149,696-25.1% | $158,922-29.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.56% | 348.15%-344.6pp | 276.60%-273.0pp | 302.83%-299.3pp |
| Employer contribution / active EE | $1,411 | $5,103-72.4% | $4,644-69.6% | $4,761-70.4% |
| Participant deferral / active EE | $462 | $7,181-93.6% | $6,842-93.2% | $5,982-92.3% |
| Admin fee / account holder | $1,071 | $10,807-90.1% | $9,309-88.5% | $11,246-90.5% |