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 | $53,686 | $109,413-50.9% | $156,263-65.6% | $84,808-36.7% |
| Participation rate | 84.8% | 72.7%+12.2pp | 78.9%+5.9pp | 68.3%+16.5pp |
| Annual return | 4.54% | 20.18%-15.6pp | 59.47%-54.9pp | 40.90%-36.4pp |
| Employer contribution / active EE | $3,858 | $2,907+32.7% | $4,333-11.0% | $2,631+46.6% |
| Participant deferral / active EE | $1,835 | $4,590-60.0% | $6,158-70.2% | $4,212-56.4% |
| Admin fee / account holder | $3,347 | $9,357-64.2% | $14,255-76.5% | $7,344-54.4% |