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 8-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 | $55,000 | $65,365-15.9% | $92,893-40.8% | $72,985-24.6% |
| Participation rate | 93.3% | 68.3%+25.0pp | 76.0%+17.3pp | 69.5%+23.8pp |
| Annual return | 103.29% | 42.10%+61.2pp | 109.41%-6.1pp | 81.00%+22.3pp |
| Employer contribution / active EE | $6,767 | $2,594+160.9% | $3,653+85.3% | $2,440+177.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,199 | $4,251-48.3% | $5,794-62.0% | $5,124-57.1% |