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 | $67,306 | $228,332-70.5% | $185,823-63.8% | $158,922-57.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 62.43% | 40.80%+21.6pp | 35.95%+26.5pp | 302.83%-240.4pp |
| Employer contribution / active EE | $3,077 | $4,967-38.0% | $4,087-24.7% | $4,761-35.4% |
| Participant deferral / active EE | $1,035 | $6,415-83.9% | $5,632-81.6% | $5,982-82.7% |
| Admin fee / account holder | $507 | $11,864-95.7% | $9,500-94.7% | $11,246-95.5% |