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 | $190,751 | $159,602+19.5% | $150,045+27.1% | $142,382+34.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.81% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $32,405 | $4,961+553.3% | $4,693+590.5% | $4,299+653.8% |
| Participant deferral / active EE | $2,041 | $8,310-75.4% | $7,997-74.5% | $6,507-68.6% |
| Admin fee / account holder | $43,284 | $14,846+191.5% | $13,435+222.2% | $12,624+242.9% |