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 | $31,427 | $87,013-63.9% | $106,213-70.4% | $80,856-61.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 8.39% | 17.05%-8.7pp | 116.14%-107.7pp | 35.59%-27.2pp |
| Employer contribution / active EE | $2,304 | $2,395-3.8% | $3,171-27.3% | $2,755-16.4% |
| Participant deferral / active EE | $1,351 | $3,986-66.1% | $5,016-73.1% | $4,296-68.6% |
| Admin fee / account holder | $542 | $8,431-93.6% | $11,033-95.1% | $6,918-92.2% |