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 | $66,659 | $133,958-50.2% | $112,228-40.6% | $134,475-50.4% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | 5.64% | 47.11%-41.5pp | 27.45%-21.8pp | 417.96%-412.3pp |
| Employer contribution / active EE | $28,930 | $4,038+616.4% | $3,635+696.0% | $4,740+510.4% |
| Participant deferral / active EE | $1,147 | $5,291-78.3% | $4,728-75.7% | $6,400-82.1% |
| Admin fee / account holder | $3,604 | $7,489-51.9% | $6,410-43.8% | $11,426-68.5% |