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 | $37,462 | $81,208-53.9% | $98,907-62.1% | $79,858-53.1% |
| Participation rate | 97.6% | 72.5%+25.1pp | 76.0%+21.6pp | 69.6%+28.0pp |
| Annual return | -17.03% | 60.99%-78.0pp | 196.43%-213.5pp | 31.71%-48.7pp |
| Employer contribution / active EE | $1,667 | $1,960-15.0% | $2,689-38.0% | $2,471-32.5% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,362 | $6,013-77.4% | $6,642-79.5% | $5,306-74.3% |