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 | $44,258 | $126,574-65.0% | $106,213-58.3% | $145,922-69.7% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 16.87% | 224.79%-207.9pp | 116.14%-99.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $809 | $3,730-78.3% | $3,171-74.5% | $4,660-82.6% |
| Participant deferral / active EE | $1,537 | $5,724-73.1% | $5,016-69.4% | $6,688-77.0% |
| Admin fee / account holder | $1,644 | $17,304-90.5% | $11,033-85.1% | $13,397-87.7% |