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 | $41,310 | $154,117-73.2% | $129,995-68.2% | $139,434-70.4% |
| Participation rate | 95.8% | 82.0%+13.9pp | 78.5%+17.3pp | 80.3%+15.5pp |
| Annual return | 23.66% | 32.48%-8.8pp | -137.18%+160.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,885 | $5,289-45.5% | $4,320-33.2% | $4,751-39.3% |
| Participant deferral / active EE | $1,418 | $6,710-78.9% | $5,820-75.6% | $6,710-78.9% |
| Admin fee / account holder | $441 | $14,007-96.8% | $10,614-95.8% | $11,403-96.1% |