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 8-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 | $20,900 | $159,901-86.9% | $146,958-85.8% | $145,922-85.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 3.26% | 98.13%-94.9pp | 418.34%-415.1pp | 561.29%-558.0pp |
| Employer contribution / active EE | $1,218 | $5,286-77.0% | $4,933-75.3% | $4,660-73.9% |
| Participant deferral / active EE | $1,586 | $8,428-81.2% | $8,070-80.3% | $6,688-76.3% |
| Admin fee / account holder | $1,061 | $15,044-92.9% | $12,998-91.8% | $13,397-92.1% |