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 | $49,287 | $117,983-58.2% | $101,794-51.6% | $142,382-65.4% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.2%+26.1pp | 80.1%+15.1pp |
| Annual return | 4.92% | 36.92%-32.0pp | 30.53%-25.6pp | 217.08%-212.2pp |
| Employer contribution / active EE | $4,787 | $2,773+72.6% | $2,289+109.1% | $4,299+11.4% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,094 | $10,433-79.9% | $8,777-76.1% | $12,624-83.4% |