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 9-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 | $169,988 | $209,411-18.8% | $178,490-4.8% | $158,922+7.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.58% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,883 | $5,706-31.9% | $5,011-22.5% | $4,761-18.4% |
| Participant deferral / active EE | $1,993 | $5,954-66.5% | $5,202-61.7% | $5,982-66.7% |
| Admin fee / account holder | $6,351 | $17,074-62.8% | $13,984-54.6% | $11,246-43.5% |