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 | $169,964 | $92,222+84.3% | $76,768+121.4% | $135,375+25.6% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | 12.14% | 5.46%+6.7pp | 2.43%+9.7pp | 519.73%-507.6pp |
| Employer contribution / active EE | $1,496 | $3,216-53.5% | $2,485-39.8% | $4,779-68.7% |
| Participant deferral / active EE | $256 | $4,509-94.3% | $3,852-93.4% | $5,609-95.4% |
| Admin fee / account holder | $15,787 | $10,748+46.9% | $6,675+136.5% | $10,827+45.8% |