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 | $66,202 | $60,022+10.3% | $88,946-25.6% | $84,808-21.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 16.14% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $9,296 | $1,703+446.0% | $2,555+263.9% | $2,631+253.3% |
| Participant deferral / active EE | $590 | $3,114-81.1% | $4,581-87.1% | $4,212-86.0% |
| Admin fee / account holder | $4,847 | $4,811+0.8% | $8,261-41.3% | $7,344-34.0% |