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 10-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 | $56,672 | $210,648-73.1% | $177,989-68.2% | $145,922-61.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.73% | 385.86%-369.1pp | 294.48%-277.8pp | 561.29%-544.6pp |
| Employer contribution / active EE | $785 | $4,565-82.8% | $3,949-80.1% | $4,660-83.2% |
| Participant deferral / active EE | $1,165 | $6,958-83.3% | $6,276-81.4% | $6,688-82.6% |
| Admin fee / account holder | $768 | $12,013-93.6% | $10,363-92.6% | $13,397-94.3% |