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 | $87,794 | $202,318-56.6% | $172,739-49.2% | $152,861-42.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.23% | 1029.65%-1026.4pp | 802.84%-799.6pp | 345.32%-342.1pp |
| Employer contribution / active EE | $3,952 | $5,856-32.5% | $5,143-23.2% | $4,762-17.0% |
| Participant deferral / active EE | $1,709 | $5,948-71.3% | $5,198-67.1% | $5,850-70.8% |
| Admin fee / account holder | $1,138 | $17,109-93.4% | $13,954-91.8% | $11,596-90.2% |