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 | $199,630 | $105,998+88.3% | $92,233+116.4% | $147,584+35.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.95% | 50.05%-38.1pp | 176.28%-164.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $7,744 | $4,333+78.7% | $3,679+110.5% | $4,876+58.8% |
| Participant deferral / active EE | $867 | $4,478-80.6% | $3,897-77.8% | $5,439-84.1% |
| Admin fee / account holder | $1,353 | $6,332-78.6% | $5,194-73.9% | $10,885-87.6% |