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 5-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 | $161,626 | $154,117+4.9% | $129,995+24.3% | $139,434+15.9% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 4.88% | 32.48%-27.6pp | -137.18%+142.1pp | 372.94%-368.1pp |
| Employer contribution / active EE | $2,607 | $5,289-50.7% | $4,320-39.7% | $4,751-45.1% |
| Participant deferral / active EE | $477 | $6,710-92.9% | $5,820-91.8% | $6,710-92.9% |
| Admin fee / account holder | $3,111 | $14,007-77.8% | $10,614-70.7% | $11,403-72.7% |