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 | $32,822 | $65,041-49.5% | $90,951-63.9% | $79,858-58.9% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 7.16% | 30.45%-23.3pp | 134.60%-127.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $3,126 | $1,247+150.7% | $2,122+47.3% | $2,471+26.5% |
| Participant deferral / active EE | $423 | $2,512-83.1% | $3,373-87.4% | $3,740-88.7% |
| Admin fee / account holder | $13,414 | $4,536+195.7% | $5,959+125.1% | $5,306+152.8% |