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 5-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 | $112,093 | $106,584+5.2% | $101,326+10.6% | $142,382-21.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 15.75% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $10,648 | $3,956+169.2% | $3,665+190.5% | $4,299+147.7% |
| Participant deferral / active EE | $1,896 | $8,297-77.2% | $7,994-76.3% | $6,507-70.9% |
| Admin fee / account holder | $8,143 | $11,446-28.9% | $11,185-27.2% | $12,624-35.5% |