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 | $98,227 | $138,065-28.9% | $123,544-20.5% | $135,375-27.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.26% | 153.68%-151.4pp | 119.20%-116.9pp | 519.73%-517.5pp |
| Employer contribution / active EE | $2,542 | $5,151-50.7% | $4,628-45.1% | $4,779-46.8% |
| Participant deferral / active EE | $944 | $6,799-86.1% | $6,426-85.3% | $5,609-83.2% |
| Admin fee / account holder | $3,942 | $10,916-63.9% | $9,284-57.5% | $10,827-63.6% |