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 4-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 | $92,871 | $185,822-50.0% | $169,993-45.4% | $139,434-33.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.34% | 60.50%-47.2pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,706 | $7,590-64.3% | $6,785-60.1% | $4,751-43.0% |
| Participant deferral / active EE | $788 | $11,622-93.2% | $10,408-92.4% | $6,710-88.3% |
| Admin fee / account holder | $1,513 | $15,381-90.2% | $12,815-88.2% | $11,403-86.7% |