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 | $70,720 | $111,754-36.7% | $103,333-31.6% | $145,922-51.5% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 12.76% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $31,164 | $4,212+639.8% | $3,868+705.7% | $4,660+568.8% |
| Participant deferral / active EE | $740 | $5,619-86.8% | $5,057-85.4% | $6,688-88.9% |
| Admin fee / account holder | $21,057 | $9,750+116.0% | $8,355+152.0% | $13,397+57.2% |