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 | $117,422 | $156,846-25.1% | $121,098-3.0% | $139,434-15.8% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 7.54% | 1474.56%-1467.0pp | 985.75%-978.2pp | 372.94%-365.4pp |
| Employer contribution / active EE | $19,322 | $5,536+249.0% | $4,164+364.1% | $4,751+306.7% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $599 | $6,946-91.4% | $5,644-89.4% | $11,403-94.7% |