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 | $137,702 | $201,272-31.6% | $184,203-25.2% | $145,922-5.6% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 12.82% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,566 | $7,022-77.7% | $6,427-75.6% | $4,660-66.4% |
| Participant deferral / active EE | $2,996 | $9,806-69.4% | $9,131-67.2% | $6,688-55.2% |
| Admin fee / account holder | $7,321 | $16,364-55.3% | $13,901-47.3% | $13,397-45.4% |