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 | $132,648 | $109,413+21.2% | $156,263-15.1% | $84,808+56.4% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 12.09% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,467 | $2,907+19.3% | $4,333-20.0% | $2,631+31.8% |
| Participant deferral / active EE | $1,654 | $4,590-64.0% | $6,158-73.1% | $4,212-60.7% |
| Admin fee / account holder | $7,604 | $9,357-18.7% | $14,255-46.7% | $7,344+3.5% |