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 | $53,668 | $106,515-49.6% | $96,683-44.5% | $139,434-61.5% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 8.57% | 38.43%-29.9pp | 35.69%-27.1pp | 372.94%-364.4pp |
| Employer contribution / active EE | $14,887 | $4,103+262.9% | $3,737+298.4% | $4,751+213.4% |
| Participant deferral / active EE | $249 | $5,454-95.4% | $4,878-94.9% | $6,710-96.3% |
| Admin fee / account holder | $3,374 | $7,877-57.2% | $6,730-49.9% | $11,403-70.4% |