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 | $21,801 | $91,190-76.1% | $178,490-87.8% | $79,858-72.7% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 4.06% | 24.19%-20.1pp | 151.07%-147.0pp | 31.71%-27.7pp |
| Employer contribution / active EE | $2,279 | $3,256-30.0% | $5,011-54.5% | $2,471-7.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,147 | $6,751-83.0% | $13,984-91.8% | $5,306-78.4% |