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 8-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 | $95,088 | $117,841-19.3% | $102,423-7.2% | $145,922-34.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.04% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $18,898 | $3,615+422.8% | $3,023+525.1% | $4,660+305.6% |
| Participant deferral / active EE | $1,300 | $5,731-77.3% | $5,053-74.3% | $6,688-80.6% |
| Admin fee / account holder | $7,469 | $13,326-44.0% | $9,451-21.0% | $13,397-44.3% |