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 | $138,010 | $117,983+17.0% | $101,794+35.6% | $142,382-3.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 12.90% | 36.92%-24.0pp | 30.53%-17.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $627 | $2,773-77.4% | $2,289-72.6% | $4,299-85.4% |
| Participant deferral / active EE | $1,151 | $4,714-75.6% | $4,084-71.8% | $6,507-82.3% |
| Admin fee / account holder | $4,015 | $10,433-61.5% | $8,777-54.3% | $12,624-68.2% |