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 | $47,681 | $209,411-77.2% | $178,490-73.3% | $158,922-70.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.52% | 188.75%-175.2pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,095 | $5,706-63.3% | $5,011-58.2% | $4,761-56.0% |
| Participant deferral / active EE | $178 | $5,954-97.0% | $5,202-96.6% | $5,982-97.0% |
| Admin fee / account holder | $2,288 | $17,074-86.6% | $13,984-83.6% | $11,246-79.7% |