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 | $155,866 | $154,117+1.1% | $129,995+19.9% | $139,434+11.8% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.3pp | 80.3%+14.4pp |
| Annual return | 15.12% | 32.48%-17.4pp | -137.18%+152.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,158 | $5,289-40.3% | $4,320-26.9% | $4,751-33.5% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $16,946 | $14,007+21.0% | $10,614+59.6% | $11,403+48.6% |