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 | $98,888 | $198,466-50.2% | $170,442-42.0% | $147,584-33.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.43% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,338 | $6,184-78.4% | $5,433-75.4% | $4,876-72.6% |
| Participant deferral / active EE | $1,271 | $5,629-77.4% | $4,939-74.3% | $5,439-76.6% |
| Admin fee / account holder | $970 | $16,852-94.2% | $13,880-93.0% | $10,885-91.1% |