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 7-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 | $24,966 | $73,933-66.2% | $96,683-74.2% | $75,163-66.8% |
| Participation rate | 88.0% | 66.4%+21.6pp | 74.3%+13.7pp | 67.2%+20.8pp |
| Annual return | 19.76% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $8,941 | $2,928+205.4% | $3,737+139.3% | $2,670+234.9% |
| Participant deferral / active EE | $1,161 | $3,659-68.3% | $4,878-76.2% | $4,125-71.9% |
| Admin fee / account holder | $2,755 | $5,216-47.2% | $6,730-59.1% | $5,651-51.2% |