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 | $28,700 | $87,013-67.0% | $106,213-73.0% | $80,856-64.5% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.3%+15.6pp | 67.6%+23.3pp |
| Annual return | 6.67% | 17.05%-10.4pp | 116.14%-109.5pp | 35.59%-28.9pp |
| Employer contribution / active EE | $921 | $2,395-61.6% | $3,171-71.0% | $2,755-66.6% |
| Participant deferral / active EE | $1,303 | $3,986-67.3% | $5,016-74.0% | $4,296-69.7% |
| Admin fee / account holder | $1,379 | $8,431-83.6% | $11,033-87.5% | $6,918-80.1% |