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 | $151,516 | $181,894-16.7% | $156,549-3.2% | $273,961-44.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 208.12% | 30.74%+177.4pp | 32.23%+175.9pp | 41.45%+166.7pp |
| Employer contribution / active EE | $10,316 | $6,248+65.1% | $5,501+87.5% | $4,869+111.9% |
| Participant deferral / active EE | $1,200 | $5,550-78.4% | $4,871-75.4% | $5,287-77.3% |
| Admin fee / account holder | $1,442 | $15,559-90.7% | $13,027-88.9% | $10,132-85.8% |