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 | $15,892 | $91,190-82.6% | $178,490-91.1% | $79,858-80.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.81% | 24.19%-15.4pp | 151.07%-142.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,002 | $3,256-69.2% | $5,011-80.0% | $2,471-59.4% |
| Participant deferral / active EE | $840 | $3,236-74.0% | $5,202-83.9% | $3,740-77.5% |
| Admin fee / account holder | $636 | $6,751-90.6% | $13,984-95.4% | $5,306-88.0% |