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 5-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 | $19,536 | $159,901-87.8% | $146,958-86.7% | $145,922-86.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 22.95% | 98.13%-75.2pp | 418.34%-395.4pp | 561.29%-538.3pp |
| Employer contribution / active EE | $1,236 | $5,286-76.6% | $4,933-74.9% | $4,660-73.5% |
| Participant deferral / active EE | $1,249 | $8,428-85.2% | $8,070-84.5% | $6,688-81.3% |
| Admin fee / account holder | $659 | $15,044-95.6% | $12,998-94.9% | $13,397-95.1% |