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 | $93,754 | $49,177+90.6% | $79,464+18.0% | $64,186+46.1% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.6%+23.8pp |
| Annual return | 7.36% | -1.16%+8.5pp | 718.14%-710.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $9,115 | $2,076+339.0% | $2,800+225.5% | $2,381+282.9% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,182 | $3,839+35.0% | $5,113+1.3% | $4,888+6.0% |