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 | $86,996 | $63,346+37.3% | $92,233-5.7% | $70,131+24.0% |
| Participation rate | 88.7% | 68.7%+20.0pp | 76.5%+12.2pp | 69.5%+19.1pp |
| Annual return | 14.19% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,488 | $2,471+0.7% | $3,679-32.4% | $2,342+6.2% |
| Participant deferral / active EE | $151 | $2,854-94.7% | $3,897-96.1% | $3,332-95.5% |
| Admin fee / account holder | $3,139 | $3,840-18.3% | $5,194-39.6% | $4,645-32.4% |