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 | $148,322 | $165,984-10.6% | $164,813-10.0% | $145,922+1.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.66% | 100.03%-77.4pp | 69.93%-47.3pp | 561.29%-538.6pp |
| Employer contribution / active EE | $4,131 | $5,273-21.7% | $4,341-4.8% | $4,660-11.4% |
| Participant deferral / active EE | $1,204 | $6,959-82.7% | $6,031-80.0% | $6,688-82.0% |
| Admin fee / account holder | $10,954 | $16,648-34.2% | $12,690-13.7% | $13,397-18.2% |