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 | $25,014 | $165,335-84.9% | $149,696-83.3% | $158,922-84.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.59% | 348.15%-339.6pp | 276.60%-268.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,399 | $5,103-53.0% | $4,644-48.3% | $4,761-49.6% |
| Participant deferral / active EE | $920 | $7,181-87.2% | $6,842-86.6% | $5,982-84.6% |
| Admin fee / account holder | $30,391 | $10,807+181.2% | $9,309+226.5% | $11,246+170.2% |