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 | $33,186 | $118,849-72.1% | $96,562-65.6% | $167,490-80.2% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 13.45% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $668 | $3,120-78.6% | $2,356-71.6% | $4,837-86.2% |
| Participant deferral / active EE | $1,065 | $4,616-76.9% | $3,849-72.3% | $6,341-83.2% |
| Admin fee / account holder | $3,787 | $8,065-53.0% | $6,181-38.7% | $12,309-69.2% |