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 | $36,493 | $162,322-77.5% | $135,903-73.1% | - |
| Participation rate | 81.8% | 71.5%+10.3pp | 81.9%-0.1pp | - |
| Annual return | 21.85% | 15.15%+6.7pp | 68.23%-46.4pp | - |
| Employer contribution / active EE | $2,577 | $3,400-24.2% | $4,856-46.9% | - |
| Participant deferral / active EE | $3,186 | $5,722-44.3% | $7,758-58.9% | - |
| Admin fee / account holder | $14,322 | $23,877-40.0% | $10,762+33.1% | - |