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 9-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 | $157,107 | $148,534+5.8% | $135,903+15.6% | $139,434+12.7% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 20.08% | 79.19%-59.1pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,068 | $5,243-79.6% | $4,856-78.0% | $4,751-77.5% |
| Participant deferral / active EE | $1,670 | $8,100-79.4% | $7,758-78.5% | $6,710-75.1% |
| Admin fee / account holder | $14,183 | $12,400+14.4% | $10,762+31.8% | $11,403+24.4% |