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 | $114,086 | $78,672+45.0% | $109,143+4.5% | $85,850+32.9% |
| Participation rate | 87.5% | 68.3%+19.2pp | 75.9%+11.6pp | 69.3%+18.2pp |
| Annual return | 14.20% | 25.09%-10.9pp | 25.75%-11.6pp | 318.53%-304.3pp |
| Employer contribution / active EE | $5,509 | $2,735+101.4% | $3,722+48.0% | $2,565+114.8% |
| Participant deferral / active EE | $615 | $3,467-82.3% | $4,653-86.8% | $3,952-84.4% |
| Admin fee / account holder | $5,223 | $5,469-4.5% | $6,752-22.6% | $6,260-16.6% |