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 | $91,712 | $98,463-6.9% | $119,258-23.1% | $85,850+6.8% |
| Participation rate | 87.5% | 77.6%+9.9pp | 82.7%+4.8pp | 69.3%+18.2pp |
| Annual return | 26.95% | 38.53%-11.6pp | 30.69%-3.7pp | 318.53%-291.6pp |
| Employer contribution / active EE | $1,730 | $3,698-53.2% | $4,384-60.6% | $2,565-32.6% |
| Participant deferral / active EE | $1,080 | $4,942-78.1% | $6,111-82.3% | $3,952-72.7% |
| Admin fee / account holder | $610 | $7,493-91.9% | $7,226-91.6% | $6,260-90.2% |