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 | $60,057 | $118,849-49.5% | $96,562-37.8% | $167,490-64.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 10.60% | 50.49%-39.9pp | 37.78%-27.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $925 | $3,120-70.3% | $2,356-60.7% | $4,837-80.9% |
| Participant deferral / active EE | $925 | $4,616-80.0% | $3,849-76.0% | $6,341-85.4% |
| Admin fee / account holder | $8,001 | $8,065-0.8% | $6,181+29.5% | $12,309-35.0% |