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 5-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 | $44,164 | $117,841-62.5% | $102,423-56.9% | $145,922-69.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.79% | 31.65%-12.9pp | 29.32%-10.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,390 | $3,615-61.5% | $3,023-54.0% | $4,660-70.2% |
| Participant deferral / active EE | $1,356 | $5,731-76.3% | $5,053-73.2% | $6,688-79.7% |
| Admin fee / account holder | $8,492 | $13,326-36.3% | $9,451-10.1% | $13,397-36.6% |