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 | $90,712 | $83,477+8.7% | $125,175-27.5% | $72,985+24.3% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.5%+2.9pp |
| Annual return | 17.91% | 25.78%-7.9pp | 43.79%-25.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,655 | $2,345-29.4% | $3,865-57.2% | $2,440-32.2% |
| Participant deferral / active EE | $226 | $3,585-93.7% | $4,937-95.4% | $3,607-93.7% |
| Admin fee / account holder | $1,454 | $5,517-73.6% | $9,702-85.0% | $5,124-71.6% |