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 | $118,483 | $180,028-34.2% | $138,135-14.2% | $158,922-25.4% |
| Participation rate | 84.6% | 82.2%+2.4pp | 78.7%+5.9pp | 82.0%+2.7pp |
| Annual return | 0.75% | 21.68%-20.9pp | 20.51%-19.8pp | 302.83%-302.1pp |
| Employer contribution / active EE | $7,692 | $7,470+3.0% | $5,587+37.7% | $4,761+61.6% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,299 | $17,912-81.6% | $11,856-72.2% | $11,246-70.7% |