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 | $69,376 | $115,770-40.1% | $101,248-31.5% | $158,922-56.3% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 4.89% | 56.14%-51.2pp | 46.47%-41.6pp | 302.83%-297.9pp |
| Employer contribution / active EE | $6,556 | $4,175+57.0% | $3,660+79.1% | $4,761+37.7% |
| Participant deferral / active EE | $1,202 | $4,957-75.8% | $4,370-72.5% | $5,982-79.9% |
| Admin fee / account holder | $10,841 | $7,245+49.6% | $5,945+82.3% | $11,246-3.6% |