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 | $66,908 | $78,422-14.7% | $95,952-30.3% | $79,858-16.2% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 6.46% | 19.37%-12.9pp | 91.61%-85.2pp | 31.71%-25.3pp |
| Employer contribution / active EE | $3,907 | $1,945+100.9% | $2,541+53.8% | $2,471+58.1% |
| Participant deferral / active EE | $1,325 | $3,440-61.5% | $4,167-68.2% | $3,740-64.6% |
| Admin fee / account holder | $3,100 | $5,622-44.9% | $6,795-54.4% | $5,306-41.6% |