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 | $38,978 | $67,411-42.2% | $91,001-57.2% | $70,131-44.4% |
| Participation rate | 97.6% | 71.4%+26.3pp | 75.6%+22.0pp | 69.5%+28.1pp |
| Annual return | -0.01% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.2pp |
| Employer contribution / active EE | $6,199 | $1,786+247.1% | $2,456+152.5% | $2,342+164.6% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,315 | $4,236-21.8% | $5,417-38.8% | $4,645-28.6% |