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 | $81,172 | $50,958+59.3% | $74,550+8.9% | $64,186+26.5% |
| Participation rate | 98.2% | 61.1%+37.2pp | 69.1%+29.1pp | 69.6%+28.7pp |
| Annual return | 39.19% | -1.86%+41.0pp | 32.53%+6.7pp | 7.63%+31.6pp |
| Employer contribution / active EE | $2,819 | $1,115+152.8% | $1,961+43.8% | $2,381+18.4% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,553 | $4,223-63.2% | $5,060-69.3% | $4,888-68.2% |