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 | $36,455 | $202,318-82.0% | $172,739-78.9% | $152,861-76.2% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 3.86% | 1029.65%-1025.8pp | 802.84%-799.0pp | 345.32%-341.5pp |
| Employer contribution / active EE | $2,000 | $5,856-65.8% | $5,143-61.1% | $4,762-58.0% |
| Participant deferral / active EE | $1,213 | $5,948-79.6% | $5,198-76.7% | $5,850-79.3% |
| Admin fee / account holder | $925 | $17,109-94.6% | $13,954-93.4% | $11,596-92.0% |