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 | $42,203 | $162,781-74.1% | $133,956-68.5% | $158,922-73.4% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 6.94% | 41.94%-35.0pp | 45.09%-38.2pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,463 | $4,975-70.6% | $3,919-62.7% | $4,761-69.3% |
| Participant deferral / active EE | $665 | $5,911-88.8% | $5,048-86.8% | $5,982-88.9% |
| Admin fee / account holder | $5,292 | $11,736-54.9% | $8,927-40.7% | $11,246-52.9% |