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 9-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 | $27,438 | $107,334-74.4% | $92,893-70.5% | $152,861-82.1% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 23.53% | 145.58%-122.0pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $11,549 | $4,221+173.6% | $3,653+216.2% | $4,762+142.5% |
| Participant deferral / active EE | $1,202 | $4,845-75.2% | $4,236-71.6% | $5,850-79.4% |
| Admin fee / account holder | $2,385 | $7,079-66.3% | $5,794-58.8% | $11,596-79.4% |