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 | $26,454 | $135,952-80.5% | $123,892-78.6% | $273,961-90.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.55% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,477 | $5,170-71.4% | $4,617-68.0% | $4,869-69.7% |
| Participant deferral / active EE | $1,477 | $6,343-76.7% | $5,984-75.3% | $5,287-72.1% |
| Admin fee / account holder | $313 | $9,817-96.8% | $8,357-96.3% | $10,132-96.9% |