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 | $71,440 | $127,065-43.8% | $113,168-36.9% | $142,382-49.8% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 38.33% | 24.03%+14.3pp | 24.27%+14.1pp | 217.08%-178.7pp |
| Employer contribution / active EE | $2,648 | $3,442-23.1% | $2,975-11.0% | $4,299-38.4% |
| Participant deferral / active EE | $1,322 | $5,716-76.9% | $5,107-74.1% | $6,507-79.7% |
| Admin fee / account holder | $1,410 | $15,736-91.0% | $12,068-88.3% | $12,624-88.8% |