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 | $7,004 | $58,208-88.0% | $81,812-91.4% | $80,856-91.3% |
| Participation rate | 81.6% | 63.4%+18.2pp | 72.3%+9.2pp | 67.6%+13.9pp |
| Annual return | 26.15% | 41.66%-15.5pp | 773.79%-747.6pp | 35.59%-9.4pp |
| Employer contribution / active EE | $457 | $2,340-80.5% | $2,912-84.3% | $2,755-83.4% |
| Participant deferral / active EE | $677 | $3,281-79.4% | $4,319-84.3% | $4,296-84.2% |
| Admin fee / account holder | $591 | $4,981-88.1% | $7,386-92.0% | $6,918-91.5% |