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 | $13,291 | $76,000-82.5% | $154,107-91.4% | $64,186-79.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 3.07% | 30.32%-27.2pp | 735.12%-732.1pp | 7.63%-4.6pp |
| Employer contribution / active EE | $2,498 | $3,351-25.4% | $5,298-52.8% | $2,381+4.9% |
| Participant deferral / active EE | $108 | $3,175-96.6% | $5,081-97.9% | $3,470-96.9% |
| Admin fee / account holder | $493 | $5,596-91.2% | $13,411-96.3% | $4,888-89.9% |