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 | $101,103 | $124,281-18.6% | $109,143-7.4% | $167,490-39.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.28% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,536 | $4,207-63.5% | $3,722-58.7% | $4,837-68.3% |
| Participant deferral / active EE | $785 | $5,255-85.1% | $4,653-83.1% | $6,341-87.6% |
| Admin fee / account holder | $4,208 | $7,970-47.2% | $6,752-37.7% | $12,309-65.8% |