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 4-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 | $39,288 | $89,753-56.2% | $107,525-63.5% | $84,808-53.7% |
| Participation rate | 98.4% | 68.1%+30.3pp | 75.1%+23.3pp | 68.3%+30.1pp |
| Annual return | 17.46% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,361 | $3,113-24.2% | $3,754-37.1% | $2,631-10.3% |
| Participant deferral / active EE | $1,412 | $4,056-65.2% | $5,116-72.4% | $4,212-66.5% |
| Admin fee / account holder | $1,404 | $7,222-80.6% | $8,919-84.3% | $7,344-80.9% |