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 7-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 | $20,966 | $93,170-77.5% | $100,534-79.1% | $84,808-75.3% |
| Participation rate | 71.9% | 75.8%-4.0pp | 80.6%-8.7pp | 68.3%+3.6pp |
| Annual return | 18.01% | 47.13%-29.1pp | 32.66%-14.7pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,384 | $3,985-65.3% | $4,346-68.1% | $2,631-47.4% |
| Participant deferral / active EE | $1,867 | $5,699-67.2% | $6,144-69.6% | $4,212-55.7% |
| Admin fee / account holder | $1,918 | $7,382-74.0% | $7,654-74.9% | $7,344-73.9% |