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 | $155,798 | $198,466-21.5% | $170,442-8.6% | $147,584+5.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 12.60% | 257.29%-244.7pp | 205.93%-193.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $12,030 | $6,184+94.6% | $5,433+121.4% | $4,876+146.7% |
| Participant deferral / active EE | $1,200 | $5,629-78.7% | $4,939-75.7% | $5,439-77.9% |
| Admin fee / account holder | $1,755 | $16,852-89.6% | $13,880-87.4% | $10,885-83.9% |