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 | $9,950 | $109,817-90.9% | $98,442-89.9% | $167,490-94.1% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 11.01% | 1956.69%-1945.7pp | 1492.73%-1481.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,491 | $3,224+8.3% | $2,960+18.0% | $4,837-27.8% |
| Participant deferral / active EE | $337 | $4,673-92.8% | $4,276-92.1% | $6,341-94.7% |
| Admin fee / account holder | $950 | $6,753-85.9% | $5,949-84.0% | $12,309-92.3% |