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 | $60,596 | $165,335-63.3% | $149,696-59.5% | $158,922-61.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.67% | 348.15%-338.5pp | 276.60%-266.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,286 | $5,103-74.8% | $4,644-72.3% | $4,761-73.0% |
| Participant deferral / active EE | $1,702 | $7,181-76.3% | $6,842-75.1% | $5,982-71.6% |
| Admin fee / account holder | $390 | $10,807-96.4% | $9,309-95.8% | $11,246-96.5% |