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 | $24,035 | $57,281-58.0% | $86,612-72.3% | $75,163-68.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.40% | 2670.75%-2658.3pp | 591.07%-578.7pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,886 | $2,314+24.7% | $3,022-4.5% | $2,670+8.1% |
| Participant deferral / active EE | $656 | $3,318-80.2% | $4,438-85.2% | $4,125-84.1% |
| Admin fee / account holder | $4,495 | $4,112+9.3% | $5,614-19.9% | $5,651-20.4% |