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 | $198,595 | $114,381+73.6% | $107,525+84.7% | $142,382+39.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.17% | 242.71%-230.5pp | 181.32%-169.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $9,745 | $4,015+142.7% | $3,754+159.6% | $4,299+126.7% |
| Participant deferral / active EE | $1,144 | $5,564-79.4% | $5,116-77.6% | $6,507-82.4% |
| Admin fee / account holder | $7,800 | $9,860-20.9% | $8,919-12.5% | $12,624-38.2% |