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 | $71,202 | $175,202-59.4% | $149,673-52.4% | $139,434-48.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 14.38% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,671 | $5,474-51.2% | $4,818-44.6% | $4,751-43.8% |
| Participant deferral / active EE | $1,249 | $6,519-80.8% | $5,680-78.0% | $6,710-81.4% |
| Admin fee / account holder | $12,022 | $16,150-25.6% | $13,210-9.0% | $11,403+5.4% |