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 5-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 | $75,661 | $214,378-64.7% | $200,582-62.3% | $142,382-46.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 38.99% | 46.41%-7.4pp | 42.33%-3.3pp | 217.08%-178.1pp |
| Employer contribution / active EE | $5,515 | $6,841-19.4% | $6,419-14.1% | $4,299+28.3% |
| Participant deferral / active EE | $2,714 | $9,865-72.5% | $9,331-70.9% | $6,507-58.3% |
| Admin fee / account holder | $1,204 | $17,692-93.2% | $16,305-92.6% | $12,624-90.5% |