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 | $47,530 | $100,901-52.9% | $75,670-37.2% | $147,584-67.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 11.32% | 35.78%-24.5pp | 27.34%-16.0pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,797 | $3,253-44.8% | $2,352-23.6% | $4,876-63.1% |
| Participant deferral / active EE | $562 | $4,027-86.0% | $3,142-82.1% | $5,439-89.7% |
| Admin fee / account holder | $825 | $11,285-92.7% | $5,800-85.8% | $10,885-92.4% |