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 | $29,659 | $89,753-67.0% | $107,525-72.4% | $84,808-65.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.10% | 29.48%-10.4pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,146 | $3,113-63.2% | $3,754-69.5% | $2,631-56.5% |
| Participant deferral / active EE | $1,572 | $4,056-61.2% | $5,116-69.3% | $4,212-62.7% |
| Admin fee / account holder | $8,088 | $7,222+12.0% | $8,919-9.3% | $7,344+10.1% |