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 | $38,346 | $209,411-81.7% | $178,490-78.5% | $158,922-75.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.03% | 188.75%-180.7pp | 151.07%-143.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,563 | $5,706-55.1% | $5,011-48.8% | $4,761-46.2% |
| Participant deferral / active EE | $1,939 | $5,954-67.4% | $5,202-62.7% | $5,982-67.6% |
| Admin fee / account holder | $621 | $17,074-96.4% | $13,984-95.6% | $11,246-94.5% |