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 | $48,395 | $72,277-33.0% | $101,248-52.2% | $79,858-39.4% |
| Participation rate | 73.6% | 68.5%+5.1pp | 75.8%-2.2pp | 69.6%+4.0pp |
| Annual return | 20.37% | 22.30%-1.9pp | 46.47%-26.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $7,155 | $2,692+165.8% | $3,660+95.5% | $2,471+189.6% |
| Participant deferral / active EE | $349 | $3,282-89.4% | $4,370-92.0% | $3,740-90.7% |
| Admin fee / account holder | $977 | $4,400-77.8% | $5,945-83.6% | $5,306-81.6% |