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 9-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 | $24,957 | $102,966-75.8% | $90,281-72.4% | $152,861-83.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.22% | 95.16%-94.9pp | 78.10%-77.9pp | 345.32%-345.1pp |
| Employer contribution / active EE | $832 | $3,139-73.5% | $2,854-70.8% | $4,762-82.5% |
| Participant deferral / active EE | $177 | $4,281-95.9% | $3,885-95.5% | $5,850-97.0% |
| Admin fee / account holder | $1,032 | $6,171-83.3% | $5,351-80.7% | $11,596-91.1% |