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 | $35,301 | $165,335-78.6% | $149,696-76.4% | $158,922-77.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 17.85% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,289 | $5,103-35.5% | $4,644-29.2% | $4,761-30.9% |
| Participant deferral / active EE | $941 | $7,181-86.9% | $6,842-86.2% | $5,982-84.3% |
| Admin fee / account holder | $4,254 | $10,807-60.6% | $9,309-54.3% | $11,246-62.2% |