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 | $109,935 | $109,8810% | $150,045-26.7% | $84,808+29.6% |
| Participation rate | 79.4% | 76.1%+3.3pp | 82.3%-2.9pp | 68.3%+11.1pp |
| Annual return | 14.09% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,034 | $3,561-14.8% | $4,693-35.3% | $2,631+15.3% |
| Participant deferral / active EE | $1,397 | $6,636-79.0% | $7,997-82.5% | $4,212-66.8% |
| Admin fee / account holder | $24,058 | $8,568+180.8% | $13,435+79.1% | $7,344+227.6% |