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 | $185,893 | $124,319+49.5% | $111,297+67.0% | $167,490+11.0% |
| Participation rate | 86.7% | 79.6%+7.1pp | 77.3%+9.4pp | 82.1%+4.6pp |
| Annual return | 14.26% | 37.44%-23.2pp | 54.65%-40.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $857 | $5,180-83.5% | $4,487-80.9% | $6,341-86.5% |
| Admin fee / account holder | $1,397 | $10,618-86.8% | $7,964-82.5% | $12,309-88.7% |