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 | $55,379 | $138,347-60.0% | $184,203-69.9% | $80,856-31.5% |
| Participation rate | 98.5% | 83.9%+14.7pp | 86.8%+11.7pp | 67.6%+30.9pp |
| Annual return | 11.37% | 20.02%-8.7pp | 28.81%-17.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,995 | $4,850-58.9% | $6,427-69.0% | $2,755-27.6% |
| Participant deferral / active EE | $3,113 | $7,071-56.0% | $9,131-65.9% | $4,296-27.5% |
| Admin fee / account holder | $626 | $10,483-94.0% | $13,901-95.5% | $6,918-91.0% |