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 | $42,716 | $65,365-34.6% | $92,893-54.0% | $72,985-41.5% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 41.44% | 42.10%-0.7pp | 109.41%-68.0pp | 81.00%-39.6pp |
| Employer contribution / active EE | $2,339 | $2,594-9.8% | $3,653-36.0% | $2,440-4.1% |
| Participant deferral / active EE | $479 | $3,128-84.7% | $4,236-88.7% | $3,607-86.7% |
| Admin fee / account holder | $426 | $4,251-90.0% | $5,794-92.7% | $5,124-91.7% |