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 | $41,488 | $109,413-62.1% | $156,263-73.5% | $84,808-51.1% |
| Participation rate | 88.8% | 72.7%+16.1pp | 78.9%+9.8pp | 68.3%+20.4pp |
| Annual return | 14.66% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,944 | $2,907+35.7% | $4,333-9.0% | $2,631+49.9% |
| Participant deferral / active EE | $1,360 | $4,590-70.4% | $6,158-77.9% | $4,212-67.7% |
| Admin fee / account holder | $827 | $9,357-91.2% | $14,255-94.2% | $7,344-88.7% |