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 | $35,568 | $126,574-71.9% | $106,213-66.5% | $145,922-75.6% |
| Participation rate | 95.5% | 77.6%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 3.25% | 224.79%-221.5pp | 116.14%-112.9pp | 561.29%-558.0pp |
| Employer contribution / active EE | $2,724 | $3,730-27.0% | $3,171-14.1% | $4,660-41.5% |
| Participant deferral / active EE | $1,373 | $5,724-76.0% | $5,016-72.6% | $6,688-79.5% |
| Admin fee / account holder | $4,017 | $17,304-76.8% | $11,033-63.6% | $13,397-70.0% |