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 | $55,031 | $105,181-47.7% | $159,436-65.5% | $85,850-35.9% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.8%+10.4pp | 69.3%+23.9pp |
| Annual return | 25.84% | 45.07%-19.2pp | 263.57%-237.7pp | 318.53%-292.7pp |
| Employer contribution / active EE | $635 | $3,318-80.9% | $4,829-86.9% | $2,565-75.2% |
| Participant deferral / active EE | $2,283 | $5,945-61.6% | $7,352-69.0% | $3,952-42.2% |
| Admin fee / account holder | $478 | $6,933-93.1% | $10,799-95.6% | $6,260-92.4% |