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 | $40,637 | $100,923-59.7% | $150,045-72.9% | $74,304-45.3% |
| Participation rate | 81.1% | 70.1%+11.1pp | 82.3%-1.2pp | 60.3%+20.8pp |
| Annual return | 12.50% | 51.77%-39.3pp | 62.55%-50.0pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,401 | $3,463-59.5% | $4,693-70.1% | $2,241-37.5% |
| Participant deferral / active EE | $1,193 | $6,709-82.2% | $7,997-85.1% | $3,767-68.3% |
| Admin fee / account holder | $2,600 | $2,767-6.0% | $13,435-80.6% | $2,969-12.4% |