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 7-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 | $37,008 | $163,101-77.3% | $136,749-72.9% | $142,382-74.0% |
| Participation rate | 84.6% | 78.2%+6.4pp | 72.1%+12.5pp | 80.1%+4.5pp |
| Annual return | 21.47% | 27.54%-6.1pp | 24.33%-2.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,027 | $4,117-75.1% | $3,400-69.8% | $4,299-76.1% |
| Participant deferral / active EE | $1,140 | $5,585-79.6% | $4,692-75.7% | $6,507-82.5% |
| Admin fee / account holder | $490 | $14,318-96.6% | $11,386-95.7% | $12,624-96.1% |