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 | $35,627 | $81,460-56.3% | $103,333-65.5% | $80,856-55.9% |
| Participation rate | 87.3% | 66.8%+20.4pp | 74.5%+12.8pp | 67.6%+19.6pp |
| Annual return | 13.86% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $6,410 | $3,105+106.4% | $3,868+65.7% | $2,755+132.7% |
| Participant deferral / active EE | $1,492 | $3,869-61.4% | $5,057-70.5% | $4,296-65.3% |
| Admin fee / account holder | $717 | $6,566-89.1% | $8,355-91.4% | $6,918-89.6% |