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 7-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 | $16,916 | $107,334-84.2% | $92,893-81.8% | $152,861-88.9% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 76.56% | 145.58%-69.0pp | 109.41%-32.9pp | 345.32%-268.8pp |
| Employer contribution / active EE | $106,556 | $4,221+2424.4% | $3,653+2817.2% | $4,762+2137.5% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $10,930 | $7,079+54.4% | $5,794+88.7% | $11,596-5.7% |