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 | $44,940 | $77,503-42.0% | $100,391-55.2% | $80,856-44.4% |
| Participation rate | 97.4% | 76.9%+20.5pp | 81.5%+16.0pp | 67.6%+29.8pp |
| Annual return | 9.92% | 37.20%-27.3pp | 49.20%-39.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,443 | $2,801-12.8% | $3,942-38.0% | $2,755-11.3% |
| Participant deferral / active EE | $2,224 | $6,820-67.4% | $8,082-72.5% | $4,296-48.2% |
| Admin fee / account holder | $524 | $5,897-91.1% | $7,899-93.4% | $6,918-92.4% |