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 | $45,105 | $87,733-48.6% | $106,548-57.7% | $85,850-47.5% |
| Participation rate | 97.7% | 71.9%+25.8pp | 76.1%+21.6pp | 69.3%+28.4pp |
| Annual return | 9.19% | 21.86%-12.7pp | 26.80%-17.6pp | 318.53%-309.3pp |
| Employer contribution / active EE | $4,113 | $2,073+98.4% | $2,819+45.9% | $2,565+60.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,081 | $6,767-69.2% | $7,407-71.9% | $6,260-66.8% |