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 | $206,370 | $183,519+12.5% | $155,509+32.7% | $145,922+41.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.53% | 61.17%-41.6pp | 64.67%-45.1pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,046 | $5,313-80.3% | $4,672-77.6% | $4,660-77.5% |
| Participant deferral / active EE | $1,201 | $6,462-81.4% | $5,626-78.7% | $6,688-82.0% |
| Admin fee / account holder | $11,628 | $19,313-39.8% | $15,912-26.9% | $13,397-13.2% |