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 | $187,567 | $202,318-7.3% | $172,739+8.6% | $152,861+22.7% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 24.69% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,268 | $5,856-78.3% | $5,143-75.3% | $4,762-73.4% |
| Participant deferral / active EE | $1,787 | $5,948-70.0% | $5,198-65.6% | $5,850-69.4% |
| Admin fee / account holder | $423 | $17,109-97.5% | $13,954-97.0% | $11,596-96.4% |