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 | $49,501 | $99,985-50.5% | $146,665-66.2% | $85,850-42.3% |
| Participation rate | 85.3% | 73.1%+12.2pp | 80.1%+5.2pp | 69.3%+16.0pp |
| Annual return | 14.47% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,005 | $2,559-60.7% | $4,136-75.7% | $2,565-60.8% |
| Participant deferral / active EE | $1,762 | $4,006-56.0% | $5,506-68.0% | $3,952-55.4% |
| Admin fee / account holder | $1,191 | $7,702-84.5% | $10,280-88.4% | $6,260-81.0% |