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 4-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 | $6,756 | $56,053-87.9% | $75,972-91.1% | $80,856-91.6% |
| Participation rate | 71.9% | 62.0%+9.8pp | 69.1%+2.8pp | 67.6%+4.2pp |
| Annual return | 44.58% | 20.53%+24.1pp | 359.55%-315.0pp | 35.59%+9.0pp |
| Employer contribution / active EE | $710 | $1,874-62.1% | $2,685-73.6% | $2,755-74.2% |
| Participant deferral / active EE | $917 | $3,052-70.0% | $4,255-78.5% | $4,296-78.7% |
| Admin fee / account holder | $1,154 | $5,234-77.9% | $6,467-82.2% | $6,918-83.3% |