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 | $43,924 | $101,724-56.8% | $164,813-73.3% | $80,856-45.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.07% | 16.72%-3.6pp | 69.93%-56.9pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,306 | $2,953-21.9% | $4,341-46.9% | $2,755-16.3% |
| Participant deferral / active EE | $1,915 | $4,477-57.2% | $6,031-68.2% | $4,296-55.4% |
| Admin fee / account holder | $2,419 | $8,227-70.6% | $12,690-80.9% | $6,918-65.0% |