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 | $23,264 | $72,277-67.8% | $101,248-77.0% | $79,858-70.9% |
| Participation rate | 81.6% | 68.5%+13.2pp | 75.8%+5.8pp | 69.6%+12.0pp |
| Annual return | 8.41% | 22.30%-13.9pp | 46.47%-38.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,224 | $2,692-54.5% | $3,660-66.5% | $2,471-50.4% |
| Participant deferral / active EE | $1,289 | $3,282-60.7% | $4,370-70.5% | $3,740-65.5% |
| Admin fee / account holder | $1,327 | $4,400-69.9% | $5,945-77.7% | $5,306-75.0% |