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 | $104,344 | $126,574-17.6% | $106,213-1.8% | $145,922-28.5% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 10.75% | 224.79%-214.0pp | 116.14%-105.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,426 | $3,730-61.8% | $3,171-55.0% | $4,660-69.4% |
| Participant deferral / active EE | $1,426 | $5,724-75.1% | $5,016-71.6% | $6,688-78.7% |
| Admin fee / account holder | $941 | $17,304-94.6% | $11,033-91.5% | $13,397-93.0% |