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 | $60,104 | $93,571-35.8% | $135,903-55.8% | $75,163-20.0% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | 15.08% | 30.90%-15.8pp | 68.23%-53.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,442 | $3,537-2.7% | $4,856-29.1% | $2,670+28.9% |
| Participant deferral / active EE | $2,275 | $6,404-64.5% | $7,758-70.7% | $4,125-44.8% |
| Admin fee / account holder | $17,507 | $6,975+151.0% | $10,762+62.7% | $5,651+209.8% |