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 | $23,383 | $228,332-89.8% | $185,823-87.4% | $158,922-85.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.72% | 40.80%-27.1pp | 35.95%-22.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,101 | $4,967-57.7% | $4,087-48.6% | $4,761-55.9% |
| Participant deferral / active EE | $1,134 | $6,415-82.3% | $5,632-79.9% | $5,982-81.0% |
| Admin fee / account holder | $3,222 | $11,864-72.8% | $9,500-66.1% | $11,246-71.3% |