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 | $132,009 | $209,411-37.0% | $178,490-26.0% | $158,922-16.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.41% | 188.75%-181.3pp | 151.07%-143.7pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,964 | $5,706-65.6% | $5,011-60.8% | $4,761-58.7% |
| Participant deferral / active EE | $1,964 | $5,954-67.0% | $5,202-62.2% | $5,982-67.2% |
| Admin fee / account holder | $739 | $17,074-95.7% | $13,984-94.7% | $11,246-93.4% |