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 | $44,824 | $142,405-68.5% | $115,157-61.1% | $152,861-70.7% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 3.49% | 41.48%-38.0pp | 35.60%-32.1pp | 345.32%-341.8pp |
| Employer contribution / active EE | $1,237 | $4,010-69.2% | $3,179-61.1% | $4,762-74.0% |
| Participant deferral / active EE | $1,301 | $5,164-74.8% | $4,168-68.8% | $5,850-77.8% |
| Admin fee / account holder | $349 | $8,462-95.9% | $7,088-95.1% | $11,596-97.0% |