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 | $35,726 | $127,100-71.9% | $105,738-66.2% | $135,375-73.6% |
| Participation rate | 82.6% | 82.7%-0.1pp | 76.3%+6.3pp | 82.6%0pp |
| Annual return | 9.24% | 4.49%+4.7pp | 6.27%+3.0pp | 519.73%-510.5pp |
| Employer contribution / active EE | $948 | $4,107-76.9% | $3,268-71.0% | $4,779-80.2% |
| Participant deferral / active EE | $948 | $5,064-81.3% | $4,080-76.8% | $5,609-83.1% |
| Admin fee / account holder | $755 | $9,087-91.7% | $6,913-89.1% | $10,827-93.0% |