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 | $107,393 | $159,602-32.7% | $150,045-28.4% | $142,382-24.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.03% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $20,937 | $4,961+322.1% | $4,693+346.1% | $4,299+387.0% |
| Participant deferral / active EE | $2,446 | $8,310-70.6% | $7,997-69.4% | $6,507-62.4% |
| Admin fee / account holder | $23,373 | $14,846+57.4% | $13,435+74.0% | $12,624+85.1% |