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 | $38,241 | $80,717-52.6% | $154,803-75.3% | $84,808-54.9% |
| Participation rate | 86.2% | 66.8%+19.3pp | 78.1%+8.1pp | 68.3%+17.8pp |
| Annual return | 10.96% | 37.96%-27.0pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $6,911 | $2,761+150.3% | $4,305+60.5% | $2,631+162.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,995 | $6,746-11.1% | $14,329-58.2% | $7,344-18.4% |