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 | $101,809 | $89,753+13.4% | $107,525-5.3% | $84,808+20.0% |
| Participation rate | 93.5% | 68.1%+25.5pp | 75.1%+18.5pp | 68.3%+25.2pp |
| Annual return | 18.06% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,248 | $3,113+4.3% | $3,754-13.5% | $2,631+23.4% |
| Participant deferral / active EE | $1,359 | $4,056-66.5% | $5,116-73.4% | $4,212-67.7% |
| Admin fee / account holder | $3,118 | $7,222-56.8% | $8,919-65.0% | $7,344-57.5% |