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 | $30,320 | $168,632-82.0% | $147,614-79.5% | $125,391-75.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.60% | 77.65%-83.2pp | 61.98%-67.6pp | 282.22%-287.8pp |
| Employer contribution / active EE | $1,493 | $6,252-76.1% | $5,564-73.2% | $4,866-69.3% |
| Participant deferral / active EE | $384 | $5,507-93.0% | $4,895-92.2% | $5,352-92.8% |
| Admin fee / account holder | $2,387 | $13,580-82.4% | $11,611-79.4% | $9,540-75.0% |