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 | $157,065 | $209,411-25.0% | $178,490-12.0% | $158,922-1.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 21.93% | 188.75%-166.8pp | 151.07%-129.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,254 | $5,706-78.0% | $5,011-75.0% | $4,761-73.7% |
| Participant deferral / active EE | $1,907 | $5,954-68.0% | $5,202-63.3% | $5,982-68.1% |
| Admin fee / account holder | $8,981 | $17,074-47.4% | $13,984-35.8% | $11,246-20.1% |