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 | $24,786 | $165,335-85.0% | $149,696-83.4% | $158,922-84.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | -0.49% | 348.15%-348.6pp | 276.60%-277.1pp | 302.83%-303.3pp |
| Employer contribution / active EE | $4,066 | $5,103-20.3% | $4,644-12.4% | $4,761-14.6% |
| Participant deferral / active EE | $1,783 | $7,181-75.2% | $6,842-73.9% | $5,982-70.2% |
| Admin fee / account holder | $906 | $10,807-91.6% | $9,309-90.3% | $11,246-91.9% |