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 | $52,473 | $152,587-65.6% | $125,175-58.1% | $152,861-65.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.46% | 54.84%-31.4pp | 43.79%-20.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $4,297 | $4,946-13.1% | $3,865+11.2% | $4,762-9.8% |
| Participant deferral / active EE | $1,501 | $5,868-74.4% | $4,937-69.6% | $5,850-74.3% |
| Admin fee / account holder | $763 | $13,434-94.3% | $9,702-92.1% | $11,596-93.4% |