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 | $23,985 | $63,346-62.1% | $92,233-74.0% | $70,131-65.8% |
| Participation rate | 96.4% | 68.7%+27.7pp | 76.5%+19.9pp | 69.5%+26.8pp |
| Annual return | 13.55% | 530.12%-516.6pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,918 | $2,471+18.1% | $3,679-20.7% | $2,342+24.6% |
| Participant deferral / active EE | $838 | $2,854-70.6% | $3,897-78.5% | $3,332-74.8% |
| Admin fee / account holder | $414 | $3,840-89.2% | $5,194-92.0% | $4,645-91.1% |