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 | $67,408 | $171,865-60.8% | $149,718-55.0% | $147,584-54.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.08% | 2113.22%-2099.1pp | 1501.63%-1487.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,750 | $6,275-72.1% | $5,445-67.9% | $4,876-64.1% |
| Participant deferral / active EE | $2,100 | $7,271-71.1% | $6,569-68.0% | $5,439-61.4% |
| Admin fee / account holder | $1,631 | $13,799-88.2% | $11,283-85.5% | $10,885-85.0% |