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 9-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.)
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 | $19,979 | $62,573-68.1% | $85,682-76.7% | $85,850-76.7% |
| Participation rate | 91.2% | 61.1%+30.0pp | 69.9%+21.3pp | 69.3%+21.9pp |
| Annual return | 12.06% | 23.77%-11.7pp | 21.49%-9.4pp | 318.53%-306.5pp |
| Employer contribution / active EE | $364 | $1,757-79.3% | $2,618-86.1% | $2,565-85.8% |
| Participant deferral / active EE | $871 | $2,802-68.9% | $3,923-77.8% | $3,952-77.9% |
| Admin fee / account holder | $629 | $4,640-86.4% | $6,873-90.8% | $6,260-89.9% |