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 | $19,837 | $117,983-83.2% | $101,794-80.5% | $142,382-86.1% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 12.22% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,415 | $2,773+23.1% | $2,289+49.2% | $4,299-20.6% |
| Participant deferral / active EE | $955 | $4,714-79.7% | $4,084-76.6% | $6,507-85.3% |
| Admin fee / account holder | $3,118 | $10,433-70.1% | $8,777-64.5% | $12,624-75.3% |