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 9-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 | $193,381 | $102,604+88.5% | $86,188+124.4% | $139,434+38.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 14.30% | 1922.51%-1908.2pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $851 | $3,032-71.9% | $2,380-64.2% | $4,751-82.1% |
| Participant deferral / active EE | $867 | $4,676-81.5% | $3,985-78.3% | $6,710-87.1% |
| Admin fee / account holder | $4,692 | $8,657-45.8% | $6,852-31.5% | $11,403-58.9% |