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 | $37,889 | $89,355-57.6% | $141,162-73.2% | $72,985-48.1% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 22.57% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,110 | $3,114+32.0% | $4,735-13.2% | $2,440+68.4% |
| Participant deferral / active EE | $2,195 | $5,418-59.5% | $6,709-67.3% | $3,607-39.1% |
| Admin fee / account holder | $347 | $5,958-94.2% | $10,261-96.6% | $5,124-93.2% |