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 | $76,590 | $72,277+6.0% | $101,248-24.4% | $79,858-4.1% |
| Participation rate | 88.5% | 68.5%+20.0pp | 75.8%+12.7pp | 69.6%+18.8pp |
| Annual return | 17.36% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $6,680 | $2,692+148.2% | $3,660+82.5% | $2,471+170.3% |
| Participant deferral / active EE | $1,131 | $3,282-65.5% | $4,370-74.1% | $3,740-69.8% |
| Admin fee / account holder | $1,457 | $4,400-66.9% | $5,945-75.5% | $5,306-72.5% |