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 | $135,916 | $105,126+29.3% | $94,646+43.6% | $139,434-2.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.11% | 38.03%-16.9pp | 156.71%-135.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $629 | $4,106-84.7% | $3,672-82.9% | $4,751-86.8% |
| Participant deferral / active EE | $1,575 | $7,599-79.3% | $7,418-78.8% | $6,710-76.5% |
| Admin fee / account holder | $632 | $8,984-93.0% | $7,231-91.3% | $11,403-94.5% |