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 4-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 | $38,334 | $89,753-57.3% | $107,525-64.3% | $84,808-54.8% |
| Participation rate | 91.1% | 68.1%+23.1pp | 75.1%+16.0pp | 68.3%+22.8pp |
| Annual return | 14.69% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,254 | $3,113+68.8% | $3,754+40.0% | $2,631+99.7% |
| Participant deferral / active EE | $801 | $4,056-80.3% | $5,116-84.3% | $4,212-81.0% |
| Admin fee / account holder | $6,058 | $7,222-16.1% | $8,919-32.1% | $7,344-17.5% |