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 | $102,362 | $81,460+25.7% | $103,333-0.9% | $80,856+26.6% |
| Participation rate | 80.6% | 66.8%+13.7pp | 74.5%+6.0pp | 67.6%+12.9pp |
| Annual return | 8.85% | 25.55%-16.7pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $21,684 | $3,105+598.3% | $3,868+460.6% | $2,755+687.1% |
| Participant deferral / active EE | $892 | $3,869-76.9% | $5,057-82.4% | $4,296-79.2% |
| Admin fee / account holder | $1,652 | $6,566-74.8% | $8,355-80.2% | $6,918-76.1% |