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 | $115,782 | $88,707+30.5% | $74,183+56.1% | $273,961-57.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.16% | 11.94%-6.8pp | 17.74%-12.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,521 | $3,159-51.9% | $2,370-35.8% | $4,869-68.8% |
| Participant deferral / active EE | $810 | $4,212-80.8% | $3,550-77.2% | $5,287-84.7% |
| Admin fee / account holder | $3,487 | $8,717-60.0% | $5,586-37.6% | $10,132-65.6% |