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 | $66,473 | $209,411-68.3% | $178,490-62.8% | $158,922-58.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.85% | 188.75%-179.9pp | 151.07%-142.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,207 | $5,706-61.3% | $5,011-55.9% | $4,761-53.6% |
| Participant deferral / active EE | $1,836 | $5,954-69.2% | $5,202-64.7% | $5,982-69.3% |
| Admin fee / account holder | $9,635 | $17,074-43.6% | $13,984-31.1% | $11,246-14.3% |