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 | $68,524 | $162,781-57.9% | $133,956-48.8% | $158,922-56.9% |
| Participation rate | 91.3% | 83.2%+8.1pp | 79.8%+11.5pp | 82.0%+9.3pp |
| Annual return | 12.21% | 41.94%-29.7pp | 45.09%-32.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,041 | $4,975-79.1% | $3,919-73.4% | $4,761-78.1% |
| Participant deferral / active EE | $1,570 | $5,911-73.4% | $5,048-68.9% | $5,982-73.8% |
| Admin fee / account holder | $1,819 | $11,736-84.5% | $8,927-79.6% | $11,246-83.8% |