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 | $62,946 | $60,124+4.7% | $90,404-30.4% | $79,858-21.2% |
| Participation rate | 82.5% | 65.0%+17.5pp | 72.7%+9.8pp | 69.6%+12.8pp |
| Annual return | 17.78% | 71.94%-54.2pp | 1293.02%-1275.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,712 | $2,068+79.5% | $3,262+13.8% | $2,471+50.2% |
| Participant deferral / active EE | $412 | $2,938-86.0% | $3,963-89.6% | $3,740-89.0% |
| Admin fee / account holder | $879 | $3,976-77.9% | $5,611-84.3% | $5,306-83.4% |