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 | $46,690 | $176,812-73.6% | $146,665-68.2% | $167,490-72.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.46% | 24.03%-13.6pp | 22.74%-12.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $10,322 | $5,160+100.0% | $4,136+149.5% | $4,837+113.4% |
| Participant deferral / active EE | $1,630 | $6,440-74.7% | $5,506-70.4% | $6,341-74.3% |
| Admin fee / account holder | $413 | $13,259-96.9% | $10,280-96.0% | $12,309-96.6% |