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 | $70,302 | $115,770-39.3% | $101,248-30.6% | $158,922-55.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 15.92% | 56.14%-40.2pp | 46.47%-30.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $6,005 | $4,175+43.9% | $3,660+64.1% | $4,761+26.1% |
| Participant deferral / active EE | $1,201 | $4,957-75.8% | $4,370-72.5% | $5,982-79.9% |
| Admin fee / account holder | $1,085 | $7,245-85.0% | $5,945-81.8% | $11,246-90.4% |