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 8-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 | $29,873 | $102,317-70.8% | $146,958-79.7% | $80,856-63.1% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 16.99% | 134.76%-117.8pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,701 | $3,713-0.3% | $4,933-25.0% | $2,755+34.4% |
| Participant deferral / active EE | $2,234 | $6,644-66.4% | $8,070-72.3% | $4,296-48.0% |
| Admin fee / account holder | $555 | $7,941-93.0% | $12,998-95.7% | $6,918-92.0% |