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 8-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 | $56,759 | $177,572-68.0% | $154,803-63.3% | $142,382-60.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 23.26% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,284 | $4,810-73.3% | $4,305-70.2% | $4,299-70.1% |
| Participant deferral / active EE | $1,537 | $6,272-75.5% | $5,540-72.3% | $6,507-76.4% |
| Admin fee / account holder | $477 | $16,786-97.2% | $14,329-96.7% | $12,624-96.2% |