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 | $38,764 | $93,571-58.6% | $135,903-71.5% | $75,163-48.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.85% | 30.90%-20.1pp | 68.23%-57.4pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,042 | $3,537-70.5% | $4,856-78.5% | $2,670-61.0% |
| Participant deferral / active EE | $2,411 | $6,404-62.4% | $7,758-68.9% | $4,125-41.6% |
| Admin fee / account holder | $609 | $6,975-91.3% | $10,762-94.3% | $5,651-89.2% |