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 | $117,761 | $171,865-31.5% | $149,718-21.3% | $147,584-20.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.39% | 2113.22%-2094.8pp | 1501.63%-1483.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $4,477 | $6,275-28.7% | $5,445-17.8% | $4,876-8.2% |
| Participant deferral / active EE | $477 | $7,271-93.4% | $6,569-92.7% | $5,439-91.2% |
| Admin fee / account holder | $48,570 | $13,799+252.0% | $11,283+330.5% | $10,885+346.2% |