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 9-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 | $26,680 | $157,256-83.0% | $141,162-81.1% | $152,861-82.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.49% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,191 | $5,261-77.4% | $4,735-74.8% | $4,762-75.0% |
| Participant deferral / active EE | $2,209 | $7,109-68.9% | $6,709-67.1% | $5,850-62.2% |
| Admin fee / account holder | $1,381 | $12,120-88.6% | $10,261-86.5% | $11,596-88.1% |