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 | $119,088 | $192,717-38.2% | $142,449-16.4% | $139,434-14.6% |
| Participation rate | 93.3% | 81.5%+11.9pp | 76.8%+16.6pp | 80.3%+13.0pp |
| Annual return | 5.24% | 17.99%-12.8pp | 19.99%-14.8pp | 372.94%-367.7pp |
| Employer contribution / active EE | $3,333 | $5,806-42.6% | $4,847-31.2% | $4,751-29.8% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,710-100.0% |
| Admin fee / account holder | $21,757 | $15,124+43.9% | $10,011+117.3% | $11,403+90.8% |