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 | $46,536 | $91,552-49.2% | $133,956-65.3% | $79,858-41.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 0.20% | 61.85%-61.6pp | 45.09%-44.9pp | 31.71%-31.5pp |
| Employer contribution / active EE | $5,172 | $2,384+117.0% | $3,919+32.0% | $2,471+109.3% |
| Participant deferral / active EE | $501 | $3,733-86.6% | $5,048-90.1% | $3,740-86.6% |
| Admin fee / account holder | $2,530 | $6,321-60.0% | $8,927-71.7% | $5,306-52.3% |