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 | $223,616 | $162,781+37.4% | $133,956+66.9% | $158,922+40.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -3.11% | 41.94%-45.0pp | 45.09%-48.2pp | 302.83%-305.9pp |
| Employer contribution / active EE | $13,929 | $4,975+179.9% | $3,919+255.4% | $4,761+192.5% |
| Participant deferral / active EE | $66 | $5,911-98.9% | $5,048-98.7% | $5,982-98.9% |
| Admin fee / account holder | $18,633 | $11,736+58.8% | $8,927+108.7% | $11,246+65.7% |