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 | $54,839 | $106,890-48.7% | $84,015-34.7% | $152,861-64.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 3.10% | 104.99%-101.9pp | 71.31%-68.2pp | 345.32%-342.2pp |
| Employer contribution / active EE | $1,094 | $2,734-60.0% | $1,983-44.9% | $4,762-77.0% |
| Participant deferral / active EE | $243 | $4,011-93.9% | $3,239-92.5% | $5,850-95.8% |
| Admin fee / account holder | $2,395 | $8,285-71.1% | $6,101-60.7% | $11,596-79.3% |