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 | $28,444 | $85,766-66.8% | $136,294-79.1% | $70,131-59.4% |
| Participation rate | 89.2% | 74.2%+15.0pp | 81.9%+7.3pp | 69.5%+19.6pp |
| Annual return | 20.50% | 31.45%-11.0pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,426 | $2,966-51.9% | $4,695-69.6% | $2,342-39.1% |
| Participant deferral / active EE | $1,776 | $5,051-64.8% | $6,247-71.6% | $3,332-46.7% |
| Admin fee / account holder | $1,397 | $5,420-74.2% | $9,243-84.9% | $4,645-69.9% |