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 | $31,995 | $99,341-67.8% | $84,750-62.2% | $273,961-88.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.89% | 22.93%-18.0pp | 22.78%-17.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,584 | $4,214-62.4% | $3,574-55.7% | $4,869-67.5% |
| Participant deferral / active EE | $968 | $4,269-77.3% | $3,712-73.9% | $5,287-81.7% |
| Admin fee / account holder | $2,342 | $6,644-64.8% | $5,332-56.1% | $10,132-76.9% |