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 | $148,106 | $84,695+74.9% | $73,843+100.6% | $125,391+18.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.13% | 3123.53%-3125.7pp | 2267.84%-2270.0pp | 282.22%-284.4pp |
| Employer contribution / active EE | $14,974 | $3,123+379.5% | $2,787+437.2% | $4,866+207.7% |
| Participant deferral / active EE | $450 | $3,992-88.7% | $3,583-87.4% | $5,352-91.6% |
| Admin fee / account holder | $1,879 | $5,691-67.0% | $4,880-61.5% | $9,540-80.3% |