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 | $69,819 | $89,355-21.9% | $141,162-50.5% | $72,985-4.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.72% | 111.85%-92.1pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $5,168 | $3,114+65.9% | $4,735+9.1% | $2,440+111.8% |
| Participant deferral / active EE | $1,897 | $5,418-65.0% | $6,709-71.7% | $3,607-47.4% |
| Admin fee / account holder | $611 | $5,958-89.7% | $10,261-94.0% | $5,124-88.1% |