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 | $44,511 | $89,753-50.4% | $107,525-58.6% | $84,808-47.5% |
| Participation rate | 82.9% | 68.1%+14.8pp | 75.1%+7.8pp | 68.3%+14.5pp |
| Annual return | 19.33% | 29.48%-10.1pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,398 | $3,113+41.3% | $3,754+17.2% | $2,631+67.2% |
| Participant deferral / active EE | $1,587 | $4,056-60.9% | $5,116-69.0% | $4,212-62.3% |
| Admin fee / account holder | $523 | $7,222-92.8% | $8,919-94.1% | $7,344-92.9% |