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 | $119,845 | $102,604+16.8% | $86,188+39.1% | $139,434-14.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -9.72% | 1922.51%-1932.2pp | 1168.45%-1178.2pp | 372.94%-382.7pp |
| Employer contribution / active EE | $3,568 | $3,032+17.7% | $2,380+49.9% | $4,751-24.9% |
| Participant deferral / active EE | $1,033 | $4,676-77.9% | $3,985-74.1% | $6,710-84.6% |
| Admin fee / account holder | $2,187 | $8,657-74.7% | $6,852-68.1% | $11,403-80.8% |