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 | $19,460 | $63,346-69.3% | $92,233-78.9% | $70,131-72.3% |
| Participation rate | 82.0% | 68.7%+13.3pp | 76.5%+5.5pp | 69.5%+12.5pp |
| Annual return | 16.74% | 530.12%-513.4pp | 176.28%-159.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,791 | $2,471+13.0% | $3,679-24.1% | $2,342+19.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,421 | $3,840-63.0% | $5,194-72.6% | $4,645-69.4% |