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.)
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 | $31,276 | $80,968-61.4% | $96,544-67.6% | $75,163-58.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.19% | 27.06%-13.9pp | 25.84%-12.7pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,275 | $2,282-44.1% | $2,965-57.0% | $2,670-52.2% |
| Participant deferral / active EE | $1,360 | $3,928-65.4% | $4,851-72.0% | $4,125-67.0% |
| Admin fee / account holder | $2,438 | $6,724-63.7% | $8,252-70.5% | $5,651-56.9% |