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 5-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 | $109,879 | $109,8810% | $150,045-26.8% | $84,808+29.6% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.0pp | 68.3%+17.1pp |
| Annual return | 18.34% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,794 | $3,561+34.6% | $4,693+2.2% | $2,631+82.2% |
| Participant deferral / active EE | $2,096 | $6,636-68.4% | $7,997-73.8% | $4,212-50.2% |
| Admin fee / account holder | $4,980 | $8,568-41.9% | $13,435-62.9% | $7,344-32.2% |