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 | $82,082 | $198,466-58.6% | $170,442-51.8% | $147,584-44.4% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 8.77% | 257.29%-248.5pp | 205.93%-197.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $3,922 | $6,184-36.6% | $5,433-27.8% | $4,876-19.6% |
| Participant deferral / active EE | $1,219 | $5,629-78.4% | $4,939-75.3% | $5,439-77.6% |
| Admin fee / account holder | $862 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |