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 | $58,620 | $104,974-44.2% | $95,585-38.7% | $142,382-58.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 11.23% | 210.33%-199.1pp | 38.56%-27.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $585 | $2,779-78.9% | $2,527-76.8% | $4,299-86.4% |
| Participant deferral / active EE | $585 | $4,352-86.6% | $4,023-85.5% | $6,507-91.0% |
| Admin fee / account holder | $891 | $6,386-86.0% | $6,127-85.5% | $12,624-92.9% |