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 | $19,310 | $57,354-66.3% | $83,848-77.0% | $64,186-69.9% |
| Participation rate | 87.9% | 68.6%+19.3pp | 76.1%+11.8pp | 69.6%+18.4pp |
| Annual return | 5.09% | 11.38%-6.3pp | 850.88%-845.8pp | 7.63%-2.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $752 | $2,993-74.9% | $4,082-81.6% | $3,470-78.3% |
| Admin fee / account holder | $494 | $4,046-87.8% | $5,478-91.0% | $4,888-89.9% |