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 | $42,744 | $93,571-54.3% | $135,903-68.5% | $75,163-43.1% |
| Participation rate | 72.6% | 75.2%-2.6pp | 81.9%-9.3pp | 67.2%+5.4pp |
| Annual return | 26.10% | 30.90%-4.8pp | 68.23%-42.1pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,304 | $3,537-63.1% | $4,856-73.1% | $2,670-51.2% |
| Participant deferral / active EE | $2,458 | $6,404-61.6% | $7,758-68.3% | $4,125-40.4% |
| Admin fee / account holder | $428 | $6,975-93.9% | $10,762-96.0% | $5,651-92.4% |