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 | $33,127 | $63,346-47.7% | $92,233-64.1% | $70,131-52.8% |
| Participation rate | 85.9% | 68.7%+17.2pp | 76.5%+9.4pp | 69.5%+16.4pp |
| Annual return | 11.72% | 530.12%-518.4pp | 176.28%-164.6pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $764 | $2,854-73.2% | $3,897-80.4% | $3,332-77.1% |
| Admin fee / account holder | $754 | $3,840-80.4% | $5,194-85.5% | $4,645-83.8% |