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 5-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 | $29,011 | $89,753-67.7% | $107,525-73.0% | $84,808-65.8% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 19.49% | 29.48%-10.0pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $8,710 | $3,113+179.8% | $3,754+132.1% | $2,631+231.1% |
| Participant deferral / active EE | $508 | $4,056-87.5% | $5,116-90.1% | $4,212-87.9% |
| Admin fee / account holder | $4,318 | $7,222-40.2% | $8,919-51.6% | $7,344-41.2% |