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 | $63,712 | $57,281+11.2% | $86,612-26.4% | $75,163-15.2% |
| Participation rate | 93.7% | 63.2%+30.5pp | 71.7%+22.0pp | 67.2%+26.5pp |
| Annual return | 16.93% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,810 | $2,314-21.8% | $3,022-40.1% | $2,670-32.2% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,142 | $4,112-47.9% | $5,614-61.8% | $5,651-62.1% |