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 | $58,245 | $89,753-35.1% | $107,525-45.8% | $84,808-31.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 10.91% | 29.48%-18.6pp | 181.32%-170.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $20,222 | $3,113+549.5% | $3,754+438.8% | $2,631+668.6% |
| Participant deferral / active EE | $403 | $4,056-90.1% | $5,116-92.1% | $4,212-90.4% |
| Admin fee / account holder | $8,223 | $7,222+13.9% | $8,919-7.8% | $7,344+12.0% |