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 | $39,704 | $85,766-53.7% | $136,294-70.9% | $70,131-43.4% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 14.82% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $14,138 | $2,966+376.6% | $4,695+201.1% | $2,342+503.6% |
| Participant deferral / active EE | $1,383 | $5,051-72.6% | $6,247-77.9% | $3,332-58.5% |
| Admin fee / account holder | $4,877 | $5,420-10.0% | $9,243-47.2% | $4,645+5.0% |