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 | $244,852 | $115,770+111.5% | $101,248+141.8% | $158,922+54.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 18.47% | 56.14%-37.7pp | 46.47%-28.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $10,000 | $4,175+139.5% | $3,660+173.3% | $4,761+110.0% |
| Participant deferral / active EE | $739 | $4,957-85.1% | $4,370-83.1% | $5,982-87.6% |
| Admin fee / account holder | $1,777 | $7,245-75.5% | $5,945-70.1% | $11,246-84.2% |