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 | $148,018 | $202,318-26.8% | $172,739-14.3% | $152,861-3.2% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 17.89% | 1029.65%-1011.8pp | 802.84%-785.0pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,313 | $5,856-77.6% | $5,143-74.5% | $4,762-72.4% |
| Participant deferral / active EE | $1,826 | $5,948-69.3% | $5,198-64.9% | $5,850-68.8% |
| Admin fee / account holder | $2,366 | $17,109-86.2% | $13,954-83.0% | $11,596-79.6% |