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 | $81,118 | $127,386-36.3% | $115,037-29.5% | $125,391-35.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 213.12% | 31.28%+181.8pp | 26.14%+187.0pp | 282.22%-69.1pp |
| Employer contribution / active EE | $25,609 | $5,166+395.7% | $4,608+455.8% | $4,866+426.3% |
| Participant deferral / active EE | $1,200 | $6,423-81.3% | $6,026-80.1% | $5,352-77.6% |
| Admin fee / account holder | $3,457 | $9,516-63.7% | $8,175-57.7% | $9,540-63.8% |