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 | $78,507 | $148,534-47.1% | $135,903-42.2% | $139,434-43.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.76% | 79.19%-57.4pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,827 | $5,243-27.0% | $4,856-21.2% | $4,751-19.4% |
| Participant deferral / active EE | $693 | $8,100-91.4% | $7,758-91.1% | $6,710-89.7% |
| Admin fee / account holder | $1,530 | $12,400-87.7% | $10,762-85.8% | $11,403-86.6% |