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 | $55,864 | $95,803-41.7% | $113,168-50.6% | $84,808-34.1% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 12.45% | 25.00%-12.6pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,422 | $2,360+45.0% | $2,975+15.0% | $2,631+30.1% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,702 | $8,989-81.1% | $12,068-85.9% | $7,344-76.8% |