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 | $47,621 | $81,460-41.5% | $103,333-53.9% | $80,856-41.1% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 13.34% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,314 | $3,105+6.7% | $3,868-14.3% | $2,755+20.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $598 | $6,566-90.9% | $8,355-92.8% | $6,918-91.4% |