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 | $26,664 | $37,426-28.8% | $77,482-65.6% | $79,858-66.6% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 7.67% | 39.70%-32.0pp | 54.79%-47.1pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,401 | $637+277.1% | $986+143.4% | $2,471-2.8% |
| Participant deferral / active EE | $51 | $1,260-96.0% | $1,861-97.3% | $3,740-98.6% |
| Admin fee / account holder | $899 | $2,504-64.1% | $2,858-68.5% | $5,306-83.1% |