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 9-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 | $18,761 | $102,616-81.7% | $81,983-77.1% | $158,922-88.2% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 8.81% | 61.04%-52.2pp | 41.31%-32.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,905 | $3,240-41.2% | $2,498-23.8% | $4,761-60.0% |
| Participant deferral / active EE | $880 | $4,648-81.1% | $3,722-76.4% | $5,982-85.3% |
| Admin fee / account holder | $3,866 | $8,235-53.1% | $5,664-31.7% | $11,246-65.6% |