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 | $187,430 | $168,632+11.1% | $147,614+27.0% | $125,391+49.5% |
| Participation rate | 94.7% | 88.8%+6.0pp | 84.6%+10.1pp | 83.2%+11.5pp |
| Annual return | -0.86% | 77.65%-78.5pp | 61.98%-62.8pp | 282.22%-283.1pp |
| Employer contribution / active EE | $6,227 | $6,252-0.4% | $5,564+11.9% | $4,866+28.0% |
| Participant deferral / active EE | $670 | $5,507-87.8% | $4,895-86.3% | $5,352-87.5% |
| Admin fee / account holder | $3,033 | $13,580-77.7% | $11,611-73.9% | $9,540-68.2% |