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 9-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 | $16,116 | $106,584-84.9% | $101,326-84.1% | $142,382-88.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 39.68% | 36.93%+2.8pp | 36.82%+2.9pp | 217.08%-177.4pp |
| Employer contribution / active EE | $1,079 | $3,956-72.7% | $3,665-70.6% | $4,299-74.9% |
| Participant deferral / active EE | $1,645 | $8,297-80.2% | $7,994-79.4% | $6,507-74.7% |
| Admin fee / account holder | $354 | $11,446-96.9% | $11,185-96.8% | $12,624-97.2% |