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 | $23,926 | $72,277-66.9% | $101,248-76.4% | $79,858-70.0% |
| Participation rate | 79.2% | 68.5%+10.7pp | 75.8%+3.4pp | 69.6%+9.5pp |
| Annual return | 18.37% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $4,735 | $2,692+75.9% | $3,660+29.4% | $2,471+91.6% |
| Participant deferral / active EE | $948 | $3,282-71.1% | $4,370-78.3% | $3,740-74.7% |
| Admin fee / account holder | $1,003 | $4,400-77.2% | $5,945-83.1% | $5,306-81.1% |