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 | $19,102 | $42,894-55.5% | $60,874-68.6% | $68,494-72.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -19.16% | -13.98%-5.2pp | 16.90%-36.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $740 | $1,978-62.6% | $2,701-72.6% | $2,596-71.5% |
| Participant deferral / active EE | $740 | $2,867-74.2% | $3,817-80.6% | $4,027-81.6% |
| Admin fee / account holder | $1,255 | $3,101-59.5% | $3,224-61.1% | $5,403-76.8% |