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 | $37,234 | $109,881-66.1% | $150,045-75.2% | $84,808-56.1% |
| Participation rate | 81.0% | 76.1%+4.9pp | 82.3%-1.3pp | 68.3%+12.7pp |
| Annual return | 12.75% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,335 | $3,561-34.4% | $4,693-50.2% | $2,631-11.2% |
| Participant deferral / active EE | $1,853 | $6,636-72.1% | $7,997-76.8% | $4,212-56.0% |
| Admin fee / account holder | $1,791 | $8,568-79.1% | $13,435-86.7% | $7,344-75.6% |