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 | $69,282 | $109,359-36.6% | $162,163-57.3% | $72,985-5.1% |
| Participation rate | 71.4% | 84.3%-12.8pp | 87.6%-16.1pp | 69.5%+1.9pp |
| Annual return | 22.69% | 25.46%-2.8pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,282 | $3,907-67.2% | $5,614-77.2% | $2,440-47.4% |
| Participant deferral / active EE | $2,512 | $5,481-54.2% | $7,298-65.6% | $3,607-30.4% |
| Admin fee / account holder | $1,672 | $7,972-79.0% | $10,843-84.6% | $5,124-67.4% |