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 | $86,083 | $89,753-4.1% | $107,525-19.9% | $84,808+1.5% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 16.63% | 29.48%-12.8pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,210 | $3,113-29.0% | $3,754-41.1% | $2,631-16.0% |
| Participant deferral / active EE | $434 | $4,056-89.3% | $5,116-91.5% | $4,212-89.7% |
| Admin fee / account holder | $2,428 | $7,222-66.4% | $8,919-72.8% | $7,344-66.9% |