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 | $38,048 | $106,584-64.3% | $101,326-62.4% | $142,382-73.3% |
| Participation rate | 72.7% | 82.7%-10.0pp | 81.5%-8.8pp | 80.1%-7.4pp |
| Annual return | 27.81% | 36.93%-9.1pp | 36.82%-9.0pp | 217.08%-189.3pp |
| Employer contribution / active EE | $2,920 | $3,956-26.2% | $3,665-20.3% | $4,299-32.1% |
| Participant deferral / active EE | $2,117 | $8,297-74.5% | $7,994-73.5% | $6,507-67.5% |
| Admin fee / account holder | $817 | $11,446-92.9% | $11,185-92.7% | $12,624-93.5% |