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 | $39,890 | $198,466-79.9% | $170,442-76.6% | $147,584-73.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.38% | 257.29%-244.9pp | 205.93%-193.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,385 | $6,184-61.4% | $5,433-56.1% | $4,876-51.1% |
| Participant deferral / active EE | $1,788 | $5,629-68.2% | $4,939-63.8% | $5,439-67.1% |
| Admin fee / account holder | $754 | $16,852-95.5% | $13,880-94.6% | $10,885-93.1% |