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 | $120,044 | $162,781-26.3% | $133,956-10.4% | $158,922-24.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.54% | 41.94%-30.4pp | 45.09%-33.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $12,957 | $4,975+160.4% | $3,919+230.7% | $4,761+172.1% |
| Participant deferral / active EE | $621 | $5,911-89.5% | $5,048-87.7% | $5,982-89.6% |
| Admin fee / account holder | $3,137 | $11,736-73.3% | $8,927-64.9% | $11,246-72.1% |