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 | $51,747 | $53,127-2.6% | $86,590-40.2% | $70,131-26.2% |
| Participation rate | 75.9% | 65.3%+10.6pp | 73.5%+2.4pp | 69.5%+6.4pp |
| Annual return | 11.95% | 27.66%-15.7pp | 964.84%-952.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $289 | $2,696-89.3% | $3,609-92.0% | $3,332-91.3% |
| Admin fee / account holder | $14,333 | $3,585+299.8% | $4,906+192.2% | $4,645+208.6% |