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 | $28,632 | $80,673-64.5% | $101,326-71.7% | $84,808-66.2% |
| Participation rate | 87.9% | 77.8%+10.1pp | 81.5%+6.4pp | 68.3%+19.6pp |
| Annual return | 18.33% | 38.95%-20.6pp | 36.82%-18.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,061 | $2,698-23.6% | $3,665-43.8% | $2,631-21.7% |
| Participant deferral / active EE | $2,529 | $6,840-63.0% | $7,994-68.4% | $4,212-39.9% |
| Admin fee / account holder | $823 | $12,784-93.6% | $11,185-92.6% | $7,344-88.8% |