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 | $47,005 | $87,013-46.0% | $106,213-55.7% | $80,856-41.9% |
| Participation rate | 74.4% | 70.4%+4.0pp | 75.3%-0.8pp | 67.6%+6.8pp |
| Annual return | 5.92% | 17.05%-11.1pp | 116.14%-110.2pp | 35.59%-29.7pp |
| Employer contribution / active EE | $794 | $2,395-66.9% | $3,171-75.0% | $2,755-71.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,790 | $8,431-78.8% | $11,033-83.8% | $6,918-74.1% |