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 | $50,282 | $152,587-67.0% | $125,175-59.8% | $152,861-67.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.34% | 54.84%-53.5pp | 43.79%-42.4pp | 345.32%-344.0pp |
| Employer contribution / active EE | $9,375 | $4,946+89.5% | $3,865+142.5% | $4,762+96.9% |
| Participant deferral / active EE | $1,081 | $5,868-81.6% | $4,937-78.1% | $5,850-81.5% |
| Admin fee / account holder | $480 | $13,434-96.4% | $9,702-95.1% | $11,596-95.9% |