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 | $94,985 | $109,413-13.2% | $156,263-39.2% | $84,808+12.0% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 10.49% | 20.18%-9.7pp | 59.47%-49.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,290 | $2,907-55.6% | $4,333-70.2% | $2,631-51.0% |
| Participant deferral / active EE | $906 | $4,590-80.3% | $6,158-85.3% | $4,212-78.5% |
| Admin fee / account holder | $4,293 | $9,357-54.1% | $14,255-69.9% | $7,344-41.5% |