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 | $118,583 | $179,726-34.0% | $156,263-24.1% | $142,382-16.7% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.9%+12.4pp | 80.1%+11.2pp |
| Annual return | 15.92% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $11,830 | $5,069+133.4% | $4,333+173.0% | $4,299+175.2% |
| Participant deferral / active EE | $1,883 | $6,956-72.9% | $6,158-69.4% | $6,507-71.1% |
| Admin fee / account holder | $891 | $17,272-94.8% | $14,255-93.7% | $12,624-92.9% |