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 | $28,837 | $118,427-75.7% | $66,042-56.3% | $142,382-79.7% |
| Participation rate | 92.9% | 68.1%+24.7pp | 67.5%+25.4pp | 80.1%+12.7pp |
| Annual return | 5.80% | 35.57%-29.8pp | 52.11%-46.3pp | 217.08%-211.3pp |
| Employer contribution / active EE | $14,009 | $2,570+445.2% | $1,579+787.1% | $4,299+225.9% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,835-100.0% | $6,507-100.0% |
| Admin fee / account holder | $322 | $9,593-96.6% | $5,747-94.4% | $12,624-97.5% |