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 | $64,857 | $81,208-20.1% | $98,907-34.4% | $79,858-18.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 23.47% | 60.99%-37.5pp | 196.43%-173.0pp | 31.71%-8.2pp |
| Employer contribution / active EE | $5,232 | $1,960+167.0% | $2,689+94.6% | $2,471+111.8% |
| Participant deferral / active EE | $426 | $3,265-87.0% | $4,244-90.0% | $3,740-88.6% |
| Admin fee / account holder | $10,286 | $6,013+71.1% | $6,642+54.9% | $5,306+93.8% |