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 | $37,172 | $86,929-57.2% | $102,423-63.7% | $80,856-54.0% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.8pp |
| Annual return | 1.74% | 18.88%-17.1pp | 29.32%-27.6pp | 35.59%-33.9pp |
| Employer contribution / active EE | $3,893 | $2,369+64.3% | $3,023+28.8% | $2,755+41.3% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,117 | $8,049-86.1% | $9,451-88.2% | $6,918-83.8% |