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 | $71,634 | $171,865-58.3% | $149,718-52.2% | $147,584-51.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.68% | 2113.22%-2103.5pp | 1501.63%-1491.9pp | 578.55%-568.9pp |
| Employer contribution / active EE | $5,596 | $6,275-10.8% | $5,445+2.8% | $4,876+14.8% |
| Participant deferral / active EE | $1,926 | $7,271-73.5% | $6,569-70.7% | $5,439-64.6% |
| Admin fee / account holder | $9,641 | $13,799-30.1% | $11,283-14.5% | $10,885-11.4% |