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 | $74,815 | $89,753-16.6% | $107,525-30.4% | $84,808-11.8% |
| Participation rate | 70.6% | 68.1%+2.5pp | 75.1%-4.5pp | 68.3%+2.3pp |
| Annual return | 15.08% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $9,421 | $3,113+202.6% | $3,754+151.0% | $2,631+258.1% |
| Participant deferral / active EE | $725 | $4,056-82.1% | $5,116-85.8% | $4,212-82.8% |
| Admin fee / account holder | $5,535 | $7,222-23.4% | $8,919-37.9% | $7,344-24.6% |