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 | $16,761 | $49,915-66.4% | $154,803-89.2% | $74,304-77.4% |
| Participation rate | 70.2% | 54.0%+16.2pp | 78.1%-7.9pp | 60.3%+9.8pp |
| Annual return | 13.76% | 34.06%-20.3pp | 58.88%-45.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $355 | $1,611-77.9% | $4,305-91.7% | $2,241-84.1% |
| Participant deferral / active EE | $578 | $2,255-74.3% | $5,540-89.6% | $3,767-84.6% |
| Admin fee / account holder | $937 | $2,189-57.2% | $14,329-93.5% | $2,969-68.4% |