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 | $122,510 | $111,754+9.6% | $103,333+18.6% | $145,922-16.0% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 20.95% | 24.77%-3.8pp | 24.88%-3.9pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,181 | $4,212-72.0% | $3,868-69.5% | $4,660-74.7% |
| Participant deferral / active EE | $1,458 | $5,619-74.1% | $5,057-71.2% | $6,688-78.2% |
| Admin fee / account holder | $1,182 | $9,750-87.9% | $8,355-85.9% | $13,397-91.2% |