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 6-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 | $21,138 | $95,416-77.8% | $185,823-88.6% | $85,850-75.4% |
| Participation rate | 81.3% | 68.8%+12.6pp | 81.7%-0.4pp | 69.3%+12.0pp |
| Annual return | 16.51% | 23.59%-7.1pp | 122.05%-105.5pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,594 | $3,314-51.9% | $5,167-69.2% | $2,565-37.9% |
| Participant deferral / active EE | $643 | $3,423-81.2% | $5,568-88.4% | $3,952-83.7% |
| Admin fee / account holder | $528 | $7,213-92.7% | $16,237-96.7% | $6,260-91.6% |