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 | $42,543 | $93,571-54.5% | $135,903-68.7% | $75,163-43.4% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 20.00% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,801 | $3,537-49.1% | $4,856-62.9% | $2,670-32.5% |
| Participant deferral / active EE | $2,058 | $6,404-67.9% | $7,758-73.5% | $4,125-50.1% |
| Admin fee / account holder | $1,405 | $6,975-79.9% | $10,762-86.9% | $5,651-75.1% |