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 | $46,828 | $89,753-47.8% | $107,525-56.4% | $84,808-44.8% |
| Participation rate | 87.3% | 68.1%+19.2pp | 75.1%+12.2pp | 68.3%+19.0pp |
| Annual return | 13.20% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,323 | $3,113-57.5% | $3,754-64.8% | $2,631-49.7% |
| Participant deferral / active EE | $156 | $4,056-96.1% | $5,116-96.9% | $4,212-96.3% |
| Admin fee / account holder | $972 | $7,222-86.5% | $8,919-89.1% | $7,344-86.8% |