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 | $37,894 | $127,386-70.3% | $115,037-67.1% | $125,391-69.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.60% | 31.28%-34.9pp | 26.14%-29.7pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,128 | $5,166-78.2% | $4,608-75.5% | $4,866-76.8% |
| Participant deferral / active EE | $1,889 | $6,423-70.6% | $6,026-68.7% | $5,352-64.7% |
| Admin fee / account holder | $1,448 | $9,516-84.8% | $8,175-82.3% | $9,540-84.8% |