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 | $56,337 | $91,552-38.5% | $133,956-57.9% | $79,858-29.5% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 9.80% | 61.85%-52.0pp | 45.09%-35.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $850 | $2,384-64.3% | $3,919-78.3% | $2,471-65.6% |
| Participant deferral / active EE | $687 | $3,733-81.6% | $5,048-86.4% | $3,740-81.6% |
| Admin fee / account holder | $1,040 | $6,321-83.6% | $8,927-88.4% | $5,306-80.4% |