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 | $107,430 | $148,534-27.7% | $135,903-21.0% | $139,434-23.0% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 22.39% | 79.19%-56.8pp | 68.23%-45.8pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,487 | $5,243-71.6% | $4,856-69.4% | $4,751-68.7% |
| Participant deferral / active EE | $1,723 | $8,100-78.7% | $7,758-77.8% | $6,710-74.3% |
| Admin fee / account holder | $22,276 | $12,400+79.7% | $10,762+107.0% | $11,403+95.4% |