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 | $30,243 | $124,281-75.7% | $109,143-72.3% | $167,490-81.9% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 8.46% | 26.04%-17.6pp | 25.75%-17.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,096 | $4,207-73.9% | $3,722-70.5% | $4,837-77.3% |
| Participant deferral / active EE | $1,427 | $5,255-72.8% | $4,653-69.3% | $6,341-77.5% |
| Admin fee / account holder | $2,343 | $7,970-70.6% | $6,752-65.3% | $12,309-81.0% |