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 | $35,177 | $89,355-60.6% | $141,162-75.1% | $72,985-51.8% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 22.80% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,263 | $3,114-27.3% | $4,735-52.2% | $2,440-7.2% |
| Participant deferral / active EE | $1,660 | $5,418-69.4% | $6,709-75.3% | $3,607-54.0% |
| Admin fee / account holder | $831 | $5,958-86.0% | $10,261-91.9% | $5,124-83.8% |