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 | $51,359 | $86,929-40.9% | $102,423-49.9% | $80,856-36.5% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-0.9pp | 67.6%+7.9pp |
| Annual return | 9.76% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,590 | $2,369-32.9% | $3,023-47.4% | $2,755-42.3% |
| Participant deferral / active EE | $1,187 | $4,118-71.2% | $5,053-76.5% | $4,296-72.4% |
| Admin fee / account holder | $1,260 | $8,049-84.3% | $9,451-86.7% | $6,918-81.8% |