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 | $188,727 | $112,096+68.4% | $95,952+96.7% | $158,922+18.8% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 29.76% | 171.09%-141.3pp | 91.61%-61.9pp | 302.83%-273.1pp |
| Employer contribution / active EE | $8,500 | $3,198+165.8% | $2,541+234.5% | $4,761+78.5% |
| Participant deferral / active EE | $1,473 | $4,784-69.2% | $4,167-64.6% | $5,982-75.4% |
| Admin fee / account holder | $3,806 | $10,130-62.4% | $6,795-44.0% | $11,246-66.2% |