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 | $47,296 | $77,419-38.9% | $69,455-31.9% | $152,861-69.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.4%+0.9pp |
| Annual return | 15.98% | 39.06%-23.1pp | 28.97%-13.0pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,465 | $3,315-25.6% | $2,779-11.3% | $4,762-48.2% |
| Participant deferral / active EE | $458 | $4,414-89.6% | $3,535-87.0% | $5,850-92.2% |
| Admin fee / account holder | $1,452 | $6,207-76.6% | $3,839-62.2% | $11,596-87.5% |