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 | $86,129 | $149,734-42.5% | $118,925-27.6% | $158,922-45.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.23% | 19.95%-7.7pp | 35.88%-23.7pp | 302.83%-290.6pp |
| Employer contribution / active EE | $8,304 | $4,115+101.8% | $3,263+154.5% | $4,761+74.4% |
| Participant deferral / active EE | $436 | $5,223-91.7% | $4,265-89.8% | $5,982-92.7% |
| Admin fee / account holder | $748 | $8,603-91.3% | $6,581-88.6% | $11,246-93.4% |