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 10-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 | $41,345 | $109,413-62.2% | $156,263-73.5% | $84,808-51.2% |
| Participation rate | 75.8% | 72.7%+3.1pp | 78.9%-3.1pp | 68.3%+7.5pp |
| Annual return | 14.12% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,051 | $2,907-63.8% | $4,333-75.7% | $2,631-60.1% |
| Participant deferral / active EE | $1,889 | $4,590-58.8% | $6,158-69.3% | $4,212-55.1% |
| Admin fee / account holder | $1,625 | $9,357-82.6% | $14,255-88.6% | $7,344-77.9% |