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 | $56,027 | $214,378-73.9% | $200,582-72.1% | $142,382-60.7% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 12.04% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,225 | $6,841-52.9% | $6,419-49.8% | $4,299-25.0% |
| Participant deferral / active EE | $1,330 | $9,865-86.5% | $9,331-85.8% | $6,507-79.6% |
| Admin fee / account holder | $4,935 | $17,692-72.1% | $16,305-69.7% | $12,624-60.9% |