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 | $241,476 | $82,286+193.5% | $68,791+251.0% | $134,475+79.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 15.83% | -2.19%+18.0pp | -6.38%+22.2pp | 417.96%-402.1pp |
| Employer contribution / active EE | $2,107 | $3,301-36.2% | $2,655-20.6% | $4,740-55.5% |
| Participant deferral / active EE | $940 | $4,739-80.2% | $3,941-76.1% | $6,400-85.3% |
| Admin fee / account holder | $28,269 | $6,481+336.2% | $4,932+473.2% | $11,426+147.4% |