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 | $42,178 | $107,334-60.7% | $92,893-54.6% | $152,861-72.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 18.03% | 145.58%-127.6pp | 109.41%-91.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $11,260 | $4,221+166.8% | $3,653+208.3% | $4,762+136.4% |
| Participant deferral / active EE | $747 | $4,845-84.6% | $4,236-82.4% | $5,850-87.2% |
| Admin fee / account holder | $7,476 | $7,079+5.6% | $5,794+29.0% | $11,596-35.5% |