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 | $210,536 | $96,484+118.2% | $75,886+177.4% | $152,861+37.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 18.56% | 33.98%-15.4pp | 30.76%-12.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,333 | $3,309+0.7% | $2,500+33.3% | $4,762-30.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,251 | $8,078-10.2% | $5,418+33.8% | $11,596-37.5% |