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 | $53,451 | $85,766-37.7% | $136,294-60.8% | $70,131-23.8% |
| Participation rate | 78.1% | 74.2%+4.0pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 23.07% | 31.45%-8.4pp | 5155.94%-5132.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $648 | $2,966-78.1% | $4,695-86.2% | $2,342-72.3% |
| Participant deferral / active EE | $1,960 | $5,051-61.2% | $6,247-68.6% | $3,332-41.2% |
| Admin fee / account holder | $947 | $5,420-82.5% | $9,243-89.8% | $4,645-79.6% |