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 9-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 | $81,473 | $197,591-58.8% | $177,821-54.2% | $158,922-48.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 638.85% | 58.76%+580.1pp | 48.32%+590.5pp | 302.83%+336.0pp |
| Employer contribution / active EE | $4,920 | $6,697-26.5% | $5,918-16.9% | $4,761+3.3% |
| Participant deferral / active EE | $2,791 | $8,405-66.8% | $7,714-63.8% | $5,982-53.3% |
| Admin fee / account holder | $426 | $15,399-97.2% | $12,427-96.6% | $11,246-96.2% |