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 | $27,671 | $65,409-57.7% | $98,442-71.9% | $85,850-67.8% |
| Participation rate | 96.5% | 65.0%+31.5pp | 73.3%+23.2pp | 69.3%+27.2pp |
| Annual return | 10.86% | 21.76%-10.9pp | 1492.73%-1481.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,948 | $2,168+36.0% | $2,960-0.4% | $2,565+14.9% |
| Participant deferral / active EE | $719 | $3,166-77.3% | $4,276-83.2% | $3,952-81.8% |
| Admin fee / account holder | $2,718 | $4,593-40.8% | $5,949-54.3% | $6,260-56.6% |