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 | $39,108 | $98,750-60.4% | $149,696-73.9% | $79,858-51.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 13.46% | 27.43%-14.0pp | 276.60%-263.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $997 | $3,216-69.0% | $4,644-78.5% | $2,471-59.7% |
| Participant deferral / active EE | $2,188 | $5,680-61.5% | $6,842-68.0% | $3,740-41.5% |
| Admin fee / account holder | $609 | $6,053-89.9% | $9,309-93.5% | $5,306-88.5% |