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 | $187,716 | $214,378-12.4% | $200,582-6.4% | $142,382+31.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 13.45% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,728 | $6,841-74.7% | $6,419-73.1% | $4,299-59.8% |
| Participant deferral / active EE | $2,650 | $9,865-73.1% | $9,331-71.6% | $6,507-59.3% |
| Admin fee / account holder | $1,644 | $17,692-90.7% | $16,305-89.9% | $12,624-87.0% |