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 9-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 | $211,704 | $104,251+103.1% | $91,001+132.6% | $147,584+43.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.07% | 27.06%-16.0pp | 4.60%+6.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $7,500 | $3,116+140.7% | $2,456+205.4% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,148 | $8,948-64.8% | $5,417-41.9% | $10,885-71.1% |