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 | $20,806 | $72,277-71.2% | $101,248-79.5% | $79,858-73.9% |
| Participation rate | 97.0% | 68.5%+28.6pp | 75.8%+21.2pp | 69.6%+27.4pp |
| Annual return | 16.26% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,667 | $2,692+36.2% | $3,660+0.2% | $2,471+48.4% |
| Participant deferral / active EE | $1,330 | $3,282-59.5% | $4,370-69.6% | $3,740-64.4% |
| Admin fee / account holder | $1,171 | $4,400-73.4% | $5,945-80.3% | $5,306-77.9% |