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 | $36,299 | $163,101-77.7% | $136,749-73.5% | $142,382-74.5% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 11.66% | 27.54%-15.9pp | 24.33%-12.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,085 | $4,117-73.6% | $3,400-68.1% | $4,299-74.8% |
| Participant deferral / active EE | $535 | $5,585-90.4% | $4,692-88.6% | $6,507-91.8% |
| Admin fee / account holder | $1,025 | $14,318-92.8% | $11,386-91.0% | $12,624-91.9% |