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 | $55,941 | $101,724-45.0% | $164,813-66.1% | $80,856-30.8% |
| Participation rate | 94.9% | 71.8%+23.1pp | 78.6%+16.3pp | 67.6%+27.3pp |
| Annual return | 15.61% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,854 | $2,953+30.5% | $4,341-11.2% | $2,755+39.9% |
| Participant deferral / active EE | $1,471 | $4,477-67.1% | $6,031-75.6% | $4,296-65.8% |
| Admin fee / account holder | $5,268 | $8,227-36.0% | $12,690-58.5% | $6,918-23.8% |