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 6-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 | $35,058 | $209,832-83.3% | $189,513-81.5% | $167,490-79.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -40.09% | 748.27%-788.4pp | 555.15%-595.2pp | 478.56%-518.7pp |
| Employer contribution / active EE | $14,645 | $6,914+111.8% | $6,162+137.7% | $4,837+202.7% |
| Participant deferral / active EE | $3,295 | $8,935-63.1% | $8,221-59.9% | $6,341-48.0% |
| Admin fee / account holder | $1,471 | $14,293-89.7% | $12,045-87.8% | $12,309-88.1% |