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 | $19,559 | $45,073-56.6% | $69,455-71.8% | $72,985-73.2% |
| Participation rate | 72.6% | 68.5%+4.1pp | 74.6%-2.0pp | 69.5%+3.1pp |
| Annual return | 23.16% | 22.65%+0.5pp | 28.97%-5.8pp | 81.00%-57.8pp |
| Employer contribution / active EE | $603 | $2,054-70.6% | $2,779-78.3% | $2,440-75.3% |
| Participant deferral / active EE | $651 | $2,602-75.0% | $3,535-81.6% | $3,607-82.0% |
| Admin fee / account holder | $1,219 | $3,056-60.1% | $3,839-68.3% | $5,124-76.2% |