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 | $116,721 | $117,381-0.6% | $99,443+17.4% | $152,861-23.6% |
| Participation rate | 84.2% | 77.5%+6.7pp | 73.8%+10.4pp | 82.4%+1.8pp |
| Annual return | 23.21% | 31.87%-8.7pp | 30.72%-7.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,632 | $3,013-12.6% | $2,540+3.6% | $4,762-44.7% |
| Participant deferral / active EE | $125 | $4,086-96.9% | $3,619-96.5% | $5,850-97.9% |
| Admin fee / account holder | $1,665 | $7,631-78.2% | $6,250-73.4% | $11,596-85.6% |