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 | $64,032 | $102,317-37.4% | $146,958-56.4% | $80,856-20.8% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 10.96% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,235 | $3,713+14.1% | $4,933-14.1% | $2,755+53.7% |
| Participant deferral / active EE | $2,256 | $6,644-66.0% | $8,070-72.0% | $4,296-47.5% |
| Admin fee / account holder | $1,274 | $7,941-84.0% | $12,998-90.2% | $6,918-81.6% |