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 | $106,556 | $171,164-37.7% | $127,761-16.6% | $152,861-30.3% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.0%+3.4pp | 82.4%-0.1pp |
| Annual return | 5.23% | 23.54%-18.3pp | 26.14%-20.9pp | 345.32%-340.1pp |
| Employer contribution / active EE | $5,882 | $5,447+8.0% | $4,574+28.6% | $4,762+23.5% |
| Participant deferral / active EE | $0 | $7,038-100.0% | $6,021-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,583 | $14,530-89.1% | $9,395-83.2% | $11,596-86.3% |