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 5-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 | $103,768 | $179,726-42.3% | $156,263-33.6% | $142,382-27.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 1188.75% | 77.86%+1110.9pp | 59.47%+1129.3pp | 217.08%+971.7pp |
| Employer contribution / active EE | $1,140 | $5,069-77.5% | $4,333-73.7% | $4,299-73.5% |
| Participant deferral / active EE | $1,909 | $6,956-72.6% | $6,158-69.0% | $6,507-70.7% |
| Admin fee / account holder | $1,360 | $17,272-92.1% | $14,255-90.5% | $12,624-89.2% |