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 | $46,315 | $102,317-54.7% | $146,958-68.5% | $80,856-42.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.64% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $7,468 | $3,713+101.1% | $4,933+51.4% | $2,755+171.1% |
| Participant deferral / active EE | $2,529 | $6,644-61.9% | $8,070-68.7% | $4,296-41.1% |
| Admin fee / account holder | $338 | $7,941-95.7% | $12,998-97.4% | $6,918-95.1% |