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 4-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 | $37,782 | $183,519-79.4% | $155,509-75.7% | $145,922-74.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 229.99% | 61.17%+168.8pp | 64.67%+165.3pp | 561.29%-331.3pp |
| Employer contribution / active EE | $4,312 | $5,313-18.8% | $4,672-7.7% | $4,660-7.5% |
| Participant deferral / active EE | $213 | $6,462-96.7% | $5,626-96.2% | $6,688-96.8% |
| Admin fee / account holder | $3,946 | $19,313-79.6% | $15,912-75.2% | $13,397-70.5% |