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 | $51,660 | $149,679-65.5% | $117,039-55.9% | $147,584-65.0% |
| Participation rate | 76.9% | 83.5%-6.6pp | 77.2%-0.3pp | 82.8%-5.9pp |
| Annual return | 14.77% | 19.31%-4.5pp | 18.95%-4.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,204 | $4,937-75.6% | $3,785-68.2% | $4,876-75.3% |
| Participant deferral / active EE | $1,244 | $4,912-74.7% | $3,929-68.3% | $5,439-77.1% |
| Admin fee / account holder | $1,690 | $7,856-78.5% | $5,974-71.7% | $10,885-84.5% |