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 | $115,760 | $209,411-44.7% | $178,490-35.1% | $158,922-27.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 10.30% | 188.75%-178.5pp | 151.07%-140.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,334 | $5,706-76.6% | $5,011-73.4% | $4,761-72.0% |
| Participant deferral / active EE | $1,916 | $5,954-67.8% | $5,202-63.2% | $5,982-68.0% |
| Admin fee / account holder | $3,484 | $17,074-79.6% | $13,984-75.1% | $11,246-69.0% |