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 | $106,994 | $87,841+21.8% | $133,980-20.1% | $62,891+70.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.02% | 12.05%-9.0pp | 29.30%-26.3pp | 20.14%-17.1pp |
| Employer contribution / active EE | $2,412 | $3,483-30.7% | $5,211-53.7% | $2,281+5.8% |
| Participant deferral / active EE | $1,839 | $4,812-61.8% | $6,282-70.7% | $3,203-42.6% |
| Admin fee / account holder | $3,151 | $5,371-41.3% | $9,324-66.2% | $4,296-26.6% |