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 | $105,705 | $117,983-10.4% | $101,794+3.8% | $142,382-25.8% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.2%+25.8pp | 80.1%+14.9pp |
| Annual return | 4.97% | 36.92%-31.9pp | 30.53%-25.6pp | 217.08%-212.1pp |
| Employer contribution / active EE | $3,876 | $2,773+39.8% | $2,289+69.3% | $4,299-9.8% |
| Participant deferral / active EE | $793 | $4,714-83.2% | $4,084-80.6% | $6,507-87.8% |
| Admin fee / account holder | $41,172 | $10,433+294.6% | $8,777+369.1% | $12,624+226.1% |