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 9-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 | $22,965 | $45,152-49.1% | $73,843-68.9% | $59,632-61.5% |
| Participation rate | 74.2% | 64.0%+10.2pp | 73.4%+0.8pp | 68.7%+5.5pp |
| Annual return | -1.28% | 27.40%-28.7pp | 2267.84%-2269.1pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,678 | $1,902-11.8% | $2,787-39.8% | $2,203-23.8% |
| Participant deferral / active EE | $566 | $2,574-78.0% | $3,583-84.2% | $3,192-82.3% |
| Admin fee / account holder | $3,743 | $3,516+6.5% | $4,880-23.3% | $4,297-12.9% |