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 | $75,358 | $112,096-32.8% | $95,952-21.5% | $158,922-52.6% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 10.25% | 171.09%-160.8pp | 91.61%-81.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $830 | $3,198-74.0% | $2,541-67.3% | $4,761-82.6% |
| Participant deferral / active EE | $1,286 | $4,784-73.1% | $4,167-69.1% | $5,982-78.5% |
| Admin fee / account holder | $11,505 | $10,130+13.6% | $6,795+69.3% | $11,246+2.3% |