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 | $100,863 | $83,337+21.0% | $67,834+48.7% | $273,961-63.2% |
| Participation rate | 92.9% | 76.4%+16.4pp | 68.8%+24.1pp | 83.0%+9.8pp |
| Annual return | 8.82% | 259.45%-250.6pp | 138.47%-129.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,571 | $3,287+8.6% | $2,403+48.6% | $4,869-26.6% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $454 | $6,752-93.3% | $4,622-90.2% | $10,132-95.5% |