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 | $48,174 | $138,065-65.1% | $123,544-61.0% | $135,375-64.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 4.38% | 153.68%-149.3pp | 119.20%-114.8pp | 519.73%-515.4pp |
| Employer contribution / active EE | $1,505 | $5,151-70.8% | $4,628-67.5% | $4,779-68.5% |
| Participant deferral / active EE | $1,870 | $6,799-72.5% | $6,426-70.9% | $5,609-66.7% |
| Admin fee / account holder | $1,851 | $10,916-83.0% | $9,284-80.1% | $10,827-82.9% |