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 | $90,790 | $163,101-44.3% | $136,749-33.6% | $142,382-36.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 13.92% | 27.54%-13.6pp | 24.33%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $901 | $4,117-78.1% | $3,400-73.5% | $4,299-79.0% |
| Participant deferral / active EE | $1,005 | $5,585-82.0% | $4,692-78.6% | $6,507-84.6% |
| Admin fee / account holder | $486 | $14,318-96.6% | $11,386-95.7% | $12,624-96.2% |