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 | $137,639 | $150,440-8.5% | $136,294+1.0% | $147,584-6.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.33% | 1049.08%-1048.7pp | 5155.94%-5155.6pp | 578.55%-578.2pp |
| Employer contribution / active EE | $13,745 | $5,256+161.5% | $4,695+192.7% | $4,876+181.9% |
| Participant deferral / active EE | $1,110 | $6,630-83.3% | $6,247-82.2% | $5,439-79.6% |
| Admin fee / account holder | $924 | $10,905-91.5% | $9,243-90.0% | $10,885-91.5% |