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 | $33,614 | $94,625-64.5% | $116,228-71.1% | $84,808-60.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 12.92% | 20.40%-7.5pp | 90.06%-77.1pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,614 | $2,347+54.0% | $2,994+20.7% | $2,631+37.4% |
| Participant deferral / active EE | $1,006 | $3,972-74.7% | $4,953-79.7% | $4,212-76.1% |
| Admin fee / account holder | $2,235 | $10,091-77.9% | $11,989-81.4% | $7,344-69.6% |