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 | $67,792 | $111,754-39.3% | $103,333-34.4% | $145,922-53.5% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 61.22% | 24.77%+36.5pp | 24.88%+36.3pp | 561.29%-500.1pp |
| Employer contribution / active EE | $1,359 | $4,212-67.7% | $3,868-64.9% | $4,660-70.8% |
| Participant deferral / active EE | $1,359 | $5,619-75.8% | $5,057-73.1% | $6,688-79.7% |
| Admin fee / account holder | $2,224 | $9,750-77.2% | $8,355-73.4% | $13,397-83.4% |