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 | $101,818 | $165,335-38.4% | $149,696-32.0% | $158,922-35.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.02% | 348.15%-331.1pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,006 | $5,103-80.3% | $4,644-78.3% | $4,761-78.9% |
| Participant deferral / active EE | $653 | $7,181-90.9% | $6,842-90.4% | $5,982-89.1% |
| Admin fee / account holder | $1,288 | $10,807-88.1% | $9,309-86.2% | $11,246-88.5% |