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 | $62,873 | $50,958+23.4% | $74,550-15.7% | $64,186-2.0% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -2.33% | -1.86%-0.5pp | 32.53%-34.9pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,250 | $1,115+12.1% | $1,961-36.3% | $2,381-47.5% |
| Participant deferral / active EE | $987 | $2,301-57.1% | $3,108-68.3% | $3,470-71.6% |
| Admin fee / account holder | $8,333 | $4,223+97.3% | $5,060+64.7% | $4,888+70.5% |