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 | $249,092 | $162,781+53.0% | $133,956+86.0% | $158,922+56.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.09% | 41.94%-29.8pp | 45.09%-33.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,101 | $4,975-77.9% | $3,919-71.9% | $4,761-76.9% |
| Participant deferral / active EE | $1,317 | $5,911-77.7% | $5,048-73.9% | $5,982-78.0% |
| Admin fee / account holder | $44,953 | $11,736+283.0% | $8,927+403.6% | $11,246+299.7% |