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 | $46,874 | $61,660-24.0% | $80,019-41.4% | $64,186-27.0% |
| Participation rate | 77.6% | 71.7%+5.9pp | 75.8%+1.7pp | 69.6%+8.0pp |
| Annual return | 10.41% | -0.33%+10.7pp | 11.22%-0.8pp | 7.63%+2.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,290 | $2,968-56.5% | $3,686-65.0% | $3,470-62.8% |
| Admin fee / account holder | $2,024 | $5,417-62.6% | $6,521-69.0% | $4,888-58.6% |