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 | $39,399 | $73,933-46.7% | $96,683-59.2% | $75,163-47.6% |
| Participation rate | 72.0% | 66.4%+5.6pp | 74.3%-2.3pp | 67.2%+4.8pp |
| Annual return | 17.41% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $12,620 | $2,928+331.1% | $3,737+237.7% | $2,670+372.7% |
| Participant deferral / active EE | $364 | $3,659-90.1% | $4,878-92.5% | $4,125-91.2% |
| Admin fee / account holder | $572 | $5,216-89.0% | $6,730-91.5% | $5,651-89.9% |