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 | $54,152 | $54,762-1.1% | $90,281-40.0% | $72,985-25.8% |
| Participation rate | 88.5% | 65.1%+23.3pp | 73.3%+15.2pp | 69.5%+19.0pp |
| Annual return | 20.72% | 30.63%-9.9pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $3,234 | $2,092+54.5% | $2,854+13.3% | $2,440+32.5% |
| Participant deferral / active EE | $582 | $2,887-79.8% | $3,885-85.0% | $3,607-83.9% |
| Admin fee / account holder | $10,050 | $3,972+153.0% | $5,351+87.8% | $5,124+96.1% |