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 | $121,444 | $150,440-19.3% | $136,294-10.9% | $147,584-17.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.89% | 1049.08%-1038.2pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,317 | $5,256-36.9% | $4,695-29.4% | $4,876-32.0% |
| Participant deferral / active EE | $1,540 | $6,630-76.8% | $6,247-75.3% | $5,439-71.7% |
| Admin fee / account holder | $4,169 | $10,905-61.8% | $9,243-54.9% | $10,885-61.7% |