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 | $84,265 | $118,849-29.1% | $96,562-12.7% | $167,490-49.7% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 19.66% | 50.49%-30.8pp | 37.78%-18.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $833 | $3,120-73.3% | $2,356-64.6% | $4,837-82.8% |
| Participant deferral / active EE | $645 | $4,616-86.0% | $3,849-83.2% | $6,341-89.8% |
| Admin fee / account holder | $3,052 | $8,065-62.2% | $6,181-50.6% | $12,309-75.2% |