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 | $216,930 | $155,788+39.2% | $124,672+74.0% | $167,490+29.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 15.67% | 17.97%-2.3pp | 5142.93%-5127.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $12,455 | $4,163+199.2% | $3,324+274.7% | $4,837+157.5% |
| Participant deferral / active EE | $1,368 | $5,673-75.9% | $4,614-70.4% | $6,341-78.4% |
| Admin fee / account holder | $500 | $9,531-94.8% | $7,493-93.3% | $12,309-95.9% |