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 | $58,454 | $183,519-68.1% | $155,509-62.4% | $145,922-59.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 11.16% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,269 | $5,313-76.1% | $4,672-72.8% | $4,660-72.8% |
| Participant deferral / active EE | $682 | $6,462-89.4% | $5,626-87.9% | $6,688-89.8% |
| Admin fee / account holder | $1,540 | $19,313-92.0% | $15,912-90.3% | $13,397-88.5% |