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 | $78,557 | $72,404+8.5% | $110,238-28.7% | $64,186+22.4% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.8pp | 69.6%+20.1pp |
| Annual return | -9.46% | -6.29%-3.2pp | 314.74%-324.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $7,186 | $2,282+215.0% | $3,826+87.8% | $2,381+201.8% |
| Participant deferral / active EE | $1,561 | $3,469-55.0% | $4,672-66.6% | $3,470-55.0% |
| Admin fee / account holder | $341 | $5,664-94.0% | $8,547-96.0% | $4,888-93.0% |