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 | $19,514 | $102,616-81.0% | $81,983-76.2% | $158,922-87.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 15.95% | 61.04%-45.1pp | 41.31%-25.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $602 | $3,240-81.4% | $2,498-75.9% | $4,761-87.4% |
| Participant deferral / active EE | $626 | $4,648-86.5% | $3,722-83.2% | $5,982-89.5% |
| Admin fee / account holder | $577 | $8,235-93.0% | $5,664-89.8% | $11,246-94.9% |