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 6-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 | $64,088 | $117,983-45.7% | $101,794-37.0% | $142,382-55.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.28% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,732 | $2,773+34.6% | $2,289+63.1% | $4,299-13.2% |
| Participant deferral / active EE | $898 | $4,714-80.9% | $4,084-78.0% | $6,507-86.2% |
| Admin fee / account holder | $5,897 | $10,433-43.5% | $8,777-32.8% | $12,624-53.3% |