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 | $37,300 | $77,813-52.1% | $123,544-69.8% | $64,186-41.9% |
| Participation rate | 83.0% | 74.7%+8.3pp | 82.3%+0.7pp | 69.6%+13.5pp |
| Annual return | -4.61% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,207 | $3,014+6.4% | $4,628-30.7% | $2,381+34.7% |
| Participant deferral / active EE | $1,404 | $5,240-73.2% | $6,426-78.2% | $3,470-59.5% |
| Admin fee / account holder | $2,001 | $5,519-63.7% | $9,284-78.4% | $4,888-59.1% |