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 | $88,123 | $97,757-9.9% | $83,848+5.1% | $135,375-34.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 3.80% | 1287.37%-1283.6pp | 850.88%-847.1pp | 519.73%-515.9pp |
| Employer contribution / active EE | $5,000 | $4,222+18.4% | $3,631+37.7% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,585 | $6,674-31.3% | $5,478-16.3% | $10,827-57.6% |