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 9-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 | $57,559 | $97,757-41.1% | $83,848-31.4% | $135,375-57.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.48% | 1287.37%-1280.9pp | 850.88%-844.4pp | 519.73%-513.2pp |
| Employer contribution / active EE | $1,843 | $4,222-56.3% | $3,631-49.2% | $4,779-61.4% |
| Participant deferral / active EE | $373 | $4,682-92.0% | $4,082-90.9% | $5,609-93.4% |
| Admin fee / account holder | $1,754 | $6,674-73.7% | $5,478-68.0% | $10,827-83.8% |