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 | $105,154 | $176,056-40.3% | $159,436-34.0% | $167,490-37.2% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 12.74% | 331.75%-319.0pp | 263.57%-250.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,357 | $5,297-74.4% | $4,829-71.9% | $4,837-72.0% |
| Participant deferral / active EE | $1,826 | $7,750-76.4% | $7,352-75.2% | $6,341-71.2% |
| Admin fee / account holder | $1,772 | $12,554-85.9% | $10,799-83.6% | $12,309-85.6% |