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 | $70,269 | $81,900-14.2% | $119,609-41.3% | $68,494+2.6% |
| Participation rate | 95.7% | 71.9%+23.8pp | 79.3%+16.4pp | 67.9%+27.8pp |
| Annual return | 2.25% | -23.82%+26.1pp | -14.97%+17.2pp | -7.84%+10.1pp |
| Employer contribution / active EE | $4,607 | $2,693+71.1% | $4,232+8.9% | $2,596+77.4% |
| Participant deferral / active EE | $1,479 | $4,148-64.3% | $5,602-73.6% | $4,027-63.3% |
| Admin fee / account holder | $5,583 | $6,582-15.2% | $10,323-45.9% | $5,403+3.3% |