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 | $28,796 | $63,346-54.5% | $92,233-68.8% | $70,131-58.9% |
| Participation rate | 89.8% | 68.7%+21.2pp | 76.5%+13.4pp | 69.5%+20.3pp |
| Annual return | 13.20% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $4,570 | $2,471+84.9% | $3,679+24.2% | $2,342+95.1% |
| Participant deferral / active EE | $537 | $2,854-81.2% | $3,897-86.2% | $3,332-83.9% |
| Admin fee / account holder | $2,922 | $3,840-23.9% | $5,194-43.7% | $4,645-37.1% |