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 | $26,255 | $73,867-64.5% | $143,757-81.7% | $68,494-61.7% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.3pp | 67.9%+12.7pp |
| Annual return | 4.10% | 1.01%+3.1pp | -0.04%+4.1pp | -7.84%+11.9pp |
| Employer contribution / active EE | $2,211 | $3,184-30.6% | $4,951-55.3% | $2,596-14.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $790 | $5,755-86.3% | $14,673-94.6% | $5,403-85.4% |