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 | $92,585 | $209,411-55.8% | $178,490-48.1% | $158,922-41.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.51% | 188.75%-173.2pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,294 | $5,706-77.3% | $5,011-74.2% | $4,761-72.8% |
| Participant deferral / active EE | $1,124 | $5,954-81.1% | $5,202-78.4% | $5,982-81.2% |
| Admin fee / account holder | $1,981 | $17,074-88.4% | $13,984-85.8% | $11,246-82.4% |