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 | $24,587 | $85,766-71.3% | $136,294-82.0% | $70,131-64.9% |
| Participation rate | 72.5% | 74.2%-1.6pp | 81.9%-9.4pp | 69.5%+3.0pp |
| Annual return | 19.30% | 31.45%-12.2pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $815 | $2,966-72.5% | $4,695-82.6% | $2,342-65.2% |
| Participant deferral / active EE | $1,299 | $5,051-74.3% | $6,247-79.2% | $3,332-61.0% |
| Admin fee / account holder | $2,123 | $5,420-60.8% | $9,243-77.0% | $4,645-54.3% |