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 | $83,589 | $209,411-60.1% | $178,490-53.2% | $158,922-47.4% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 13.01% | 188.75%-175.7pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,661 | $5,954-72.1% | $5,202-68.1% | $5,982-72.2% |
| Admin fee / account holder | $3,879 | $17,074-77.3% | $13,984-72.3% | $11,246-65.5% |