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 | $220,046 | $185,822+18.4% | $169,993+29.4% | $139,434+57.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 13.04% | 60.50%-47.5pp | 53.37%-40.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,573 | $7,590-79.3% | $6,785-76.8% | $4,751-66.9% |
| Participant deferral / active EE | $1,927 | $11,622-83.4% | $10,408-81.5% | $6,710-71.3% |
| Admin fee / account holder | $10,049 | $15,381-34.7% | $12,815-21.6% | $11,403-11.9% |