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 | $43,944 | $72,277-39.2% | $101,248-56.6% | $79,858-45.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.93% | 22.30%-9.4pp | 46.47%-33.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,983 | $2,692+10.8% | $3,660-18.5% | $2,471+20.7% |
| Participant deferral / active EE | $455 | $3,282-86.1% | $4,370-89.6% | $3,740-87.8% |
| Admin fee / account holder | $625 | $4,400-85.8% | $5,945-89.5% | $5,306-88.2% |