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 | $25,777 | $48,795-47.2% | $65,493-60.6% | $84,808-69.6% |
| Participation rate | 84.4% | 67.0%+17.5pp | 73.1%+11.4pp | 68.3%+16.1pp |
| Annual return | 15.16% | 20.20%-5.0pp | 982.45%-967.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $556 | $1,930-71.2% | $2,574-78.4% | $2,631-78.9% |
| Participant deferral / active EE | $162 | $2,928-94.5% | $3,961-95.9% | $4,212-96.2% |
| Admin fee / account holder | $1,090 | $3,877-71.9% | $5,028-78.3% | $7,344-85.2% |