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 7-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 | $41,107 | $133,922-69.3% | $116,228-64.6% | $142,382-71.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.57% | 147.76%-130.2pp | 90.06%-72.5pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,435 | $3,446-58.4% | $2,994-52.1% | $4,299-66.6% |
| Participant deferral / active EE | $1,435 | $5,672-74.7% | $4,953-71.0% | $6,507-77.9% |
| Admin fee / account holder | $665 | $14,945-95.5% | $11,989-94.5% | $12,624-94.7% |