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 | $62,013 | $109,413-43.3% | $156,263-60.3% | $84,808-26.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.13% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,043 | $2,907+73.5% | $4,333+16.4% | $2,631+91.7% |
| Participant deferral / active EE | $1,585 | $4,590-65.5% | $6,158-74.3% | $4,212-62.4% |
| Admin fee / account holder | $1,733 | $9,357-81.5% | $14,255-87.8% | $7,344-76.4% |