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 | $21,073 | $54,541-61.4% | $78,778-73.3% | $70,131-70.0% |
| Participation rate | 97.4% | 60.8%+36.6pp | 69.2%+28.2pp | 69.5%+27.9pp |
| Annual return | 11.75% | 21.07%-9.3pp | 35.62%-23.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $256 | $1,089-76.4% | $1,986-87.1% | $2,342-89.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $513 | $3,709-86.2% | $5,134-90.0% | $4,645-88.9% |