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 | $42,728 | $105,859-59.6% | $90,160-52.6% | $147,584-71.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.68% | 37.63%-23.9pp | 34.88%-21.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $548 | $4,126-86.7% | $3,318-83.5% | $4,876-88.8% |
| Participant deferral / active EE | $1,252 | $5,733-78.2% | $5,288-76.3% | $5,439-77.0% |
| Admin fee / account holder | $1,250 | $8,046-84.5% | $5,943-79.0% | $10,885-88.5% |