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 | $43,200 | $95,803-54.9% | $113,168-61.8% | $84,808-49.1% |
| Participation rate | 95.8% | 72.9%+23.0pp | 76.6%+19.3pp | 68.3%+27.5pp |
| Annual return | 19.96% | 25.00%-5.0pp | 24.27%-4.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,981 | $2,360+26.3% | $2,975+0.2% | $2,631+13.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $542 | $8,989-94.0% | $12,068-95.5% | $7,344-92.6% |