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 | $89,317 | $75,963+17.6% | $97,995-8.9% | $70,131+27.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 15.57% | 19.26%-3.7pp | 23.94%-8.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $13,925 | $3,278+324.8% | $4,158+234.9% | $2,342+494.5% |
| Participant deferral / active EE | $905 | $4,053-77.7% | $5,097-82.2% | $3,332-72.8% |
| Admin fee / account holder | $11,263 | $5,407+108.3% | $5,943+89.5% | $4,645+142.5% |