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 | $68,893 | $87,013-20.8% | $106,213-35.1% | $80,856-14.8% |
| Participation rate | 89.5% | 70.4%+19.1pp | 75.3%+14.3pp | 67.6%+21.9pp |
| Annual return | 18.21% | 17.05%+1.2pp | 116.14%-97.9pp | 35.59%-17.4pp |
| Employer contribution / active EE | $5,286 | $2,395+120.7% | $3,171+66.7% | $2,755+91.9% |
| Participant deferral / active EE | $1,190 | $3,986-70.1% | $5,016-76.3% | $4,296-72.3% |
| Admin fee / account holder | $4,306 | $8,431-48.9% | $11,033-61.0% | $6,918-37.8% |