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 | $57,155 | $159,602-64.2% | $150,045-61.9% | $142,382-59.9% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 16.00% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,954 | $4,961-0.1% | $4,693+5.6% | $4,299+15.2% |
| Participant deferral / active EE | $1,018 | $8,310-87.8% | $7,997-87.3% | $6,507-84.4% |
| Admin fee / account holder | $559 | $14,846-96.2% | $13,435-95.8% | $12,624-95.6% |