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 | $68,114 | $86,286-21.1% | $111,297-38.8% | $85,850-20.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 21.16% | 19.99%+1.2pp | 54.65%-33.5pp | 318.53%-297.4pp |
| Employer contribution / active EE | $523 | $2,043-74.4% | $2,731-80.9% | $2,565-79.6% |
| Participant deferral / active EE | $1,131 | $3,641-68.9% | $4,487-74.8% | $3,952-71.4% |
| Admin fee / account holder | $3,354 | $8,188-59.0% | $7,964-57.9% | $6,260-46.4% |