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 | $247,776 | $217,402+14.0% | $185,823+33.3% | $167,490+47.9% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 14.81% | 148.36%-133.6pp | 122.05%-107.2pp | 478.56%-463.8pp |
| Employer contribution / active EE | $4,965 | $5,873-15.5% | $5,167-3.9% | $4,837+2.6% |
| Participant deferral / active EE | $1,689 | $6,356-73.4% | $5,568-69.7% | $6,341-73.4% |
| Admin fee / account holder | $373 | $19,811-98.1% | $16,237-97.7% | $12,309-97.0% |