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 | $100,637 | $209,832-52.0% | $189,513-46.9% | $167,490-39.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 33.46% | 748.27%-714.8pp | 555.15%-521.7pp | 478.56%-445.1pp |
| Employer contribution / active EE | $1,538 | $6,914-77.8% | $6,162-75.0% | $4,837-68.2% |
| Participant deferral / active EE | $3,339 | $8,935-62.6% | $8,221-59.4% | $6,341-47.3% |
| Admin fee / account holder | $947 | $14,293-93.4% | $12,045-92.1% | $12,309-92.3% |