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 5-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 | $28,978 | $114,381-74.7% | $107,525-73.0% | $142,382-79.6% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 17.37% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $15,686 | $4,015+290.7% | $3,754+317.9% | $4,299+264.9% |
| Participant deferral / active EE | $1,403 | $5,564-74.8% | $5,116-72.6% | $6,507-78.4% |
| Admin fee / account holder | $1,159 | $9,860-88.3% | $8,919-87.0% | $12,624-90.8% |