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 | $53,806 | $104,251-48.4% | $91,001-40.9% | $147,584-63.5% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.6%+14.4pp | 82.8%+7.2pp |
| Annual return | 23.27% | 27.06%-3.8pp | 4.60%+18.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $861 | $3,116-72.4% | $2,456-64.9% | $4,876-82.3% |
| Participant deferral / active EE | $976 | $4,195-76.7% | $3,547-72.5% | $5,439-82.1% |
| Admin fee / account holder | $2,712 | $8,948-69.7% | $5,417-49.9% | $10,885-75.1% |