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 | $55,948 | $78,103-28.4% | $289,028-80.6% | $116,875-52.1% |
| Participation rate | 94.1% | 69.5%+24.6pp | 78.0%+16.2pp | 74.5%+19.6pp |
| Annual return | 12.61% | 15.26%-2.7pp | 243.94%-231.3pp | 16.29%-3.7pp |
| Employer contribution / active EE | $1,450 | $2,718-46.6% | $6,326-77.1% | $3,288-55.9% |
| Participant deferral / active EE | $679 | $2,921-76.8% | $4,804-85.9% | $3,885-82.5% |
| Admin fee / account holder | $389 | $8,683-95.5% | $14,050-97.2% | $12,263-96.8% |