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 8-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 | $43,905 | $817,678-94.6% | $392,568-88.8% | $152,861-71.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.1%+7.7pp | 82.4%+3.3pp |
| Annual return | 25.63% | 22.84%+2.8pp | 24.42%+1.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,949 | $5,502-64.6% | $3,783-48.5% | $4,762-59.1% |
| Participant deferral / active EE | $1,940 | $8,398-76.9% | $5,985-67.6% | $5,850-66.8% |
| Admin fee / account holder | $482 | $12,095-96.0% | $6,260-92.3% | $11,596-95.8% |