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 | $44,706 | $56,484-20.9% | $169,463-73.6% | $64,186-30.3% |
| Participation rate | 76.5% | 64.5%+11.9pp | 77.8%-1.3pp | 69.6%+6.9pp |
| Annual return | 7.67% | -1.55%+9.2pp | 1.83%+5.8pp | 7.63%0pp |
| Employer contribution / active EE | $2,002 | $1,832+9.2% | $4,159-51.9% | $2,381-15.9% |
| Participant deferral / active EE | $400 | $3,448-88.4% | $5,277-92.4% | $3,470-88.5% |
| Admin fee / account holder | $2,979 | $4,174-28.6% | $9,109-67.3% | $4,888-39.1% |