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 | $54,139 | $65,041-16.8% | $90,951-40.5% | $79,858-32.2% |
| Participation rate | 72.5% | 61.6%+10.9pp | 69.0%+3.5pp | 69.6%+2.9pp |
| Annual return | 7.94% | 30.45%-22.5pp | 134.60%-126.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $594 | $1,247-52.3% | $2,122-72.0% | $2,471-75.9% |
| Participant deferral / active EE | $741 | $2,512-70.5% | $3,373-78.0% | $3,740-80.2% |
| Admin fee / account holder | $807 | $4,536-82.2% | $5,959-86.5% | $5,306-84.8% |