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 | $56,467 | $80,673-30.0% | $101,326-44.3% | $84,808-33.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 14.45% | 38.95%-24.5pp | 36.82%-22.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,658 | $2,698+109.7% | $3,665+54.4% | $2,631+115.1% |
| Participant deferral / active EE | $2,671 | $6,840-60.9% | $7,994-66.6% | $4,212-36.6% |
| Admin fee / account holder | $1,045 | $12,784-91.8% | $11,185-90.7% | $7,344-85.8% |