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 | $94,759 | $202,318-53.2% | $172,739-45.1% | $152,861-38.0% |
| Participation rate | 70.8% | 87.1%-16.2pp | 82.6%-11.8pp | 82.4%-11.6pp |
| Annual return | 23.53% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,296 | $5,856-43.7% | $5,143-35.9% | $4,762-30.8% |
| Participant deferral / active EE | $1,487 | $5,948-75.0% | $5,198-71.4% | $5,850-74.6% |
| Admin fee / account holder | $1,530 | $17,109-91.1% | $13,954-89.0% | $11,596-86.8% |