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 | $134,601 | $102,317+31.6% | $146,958-8.4% | $80,856+66.5% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 3.81% | 134.76%-131.0pp | 418.34%-414.5pp | 35.59%-31.8pp |
| Employer contribution / active EE | $5,462 | $3,713+47.1% | $4,933+10.7% | $2,755+98.3% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,931 | $7,941-37.9% | $12,998-62.1% | $6,918-28.7% |