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 | $40,674 | $209,411-80.6% | $178,490-77.2% | $158,922-74.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.69% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,851 | $5,706-32.5% | $5,011-23.2% | $4,761-19.1% |
| Participant deferral / active EE | $1,706 | $5,954-71.4% | $5,202-67.2% | $5,982-71.5% |
| Admin fee / account holder | $658 | $17,074-96.1% | $13,984-95.3% | $11,246-94.1% |