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 3-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 | $125,551 | $60,022+109.2% | $88,946+41.2% | $84,808+48.0% |
| Participation rate | 92.3% | 57.8%+34.5pp | 68.8%+23.5pp | 68.3%+24.0pp |
| Annual return | -16.02% | 22.43%-38.5pp | 57.82%-73.8pp | 40.90%-56.9pp |
| Employer contribution / active EE | $7,073 | $1,703+315.4% | $2,555+176.8% | $2,631+168.8% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,113 | $4,811-56.1% | $8,261-74.4% | $7,344-71.2% |