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 | $49,029 | $86,929-43.6% | $102,423-52.1% | $80,856-39.4% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.6%+24.9pp |
| Annual return | 11.61% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $812 | $2,369-65.7% | $3,023-73.1% | $2,755-70.5% |
| Participant deferral / active EE | $1,122 | $4,118-72.8% | $5,053-77.8% | $4,296-73.9% |
| Admin fee / account holder | $4,455 | $8,049-44.7% | $9,451-52.9% | $6,918-35.6% |