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 7-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 | $43,965 | $73,638-40.3% | $108,410-59.4% | $79,386-44.6% |
| Participation rate | 74.6% | 77.4%-2.8pp | 80.1%-5.6pp | 70.7%+3.9pp |
| Annual return | 12.44% | 33.27%-20.8pp | 905.27%-892.8pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,539 | $2,397+5.9% | $3,558-28.6% | $2,427+4.6% |
| Participant deferral / active EE | $2,208 | $6,218-64.5% | $6,563-66.4% | $4,046-45.4% |
| Admin fee / account holder | $6,974 | $638+992.9% | $7,295-4.4% | $626+1013.2% |