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 | $170,194 | $97,757+74.1% | $83,848+103.0% | $135,375+25.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.85% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,963 | $4,222-29.8% | $3,631-18.4% | $4,779-38.0% |
| Participant deferral / active EE | $1,156 | $4,682-75.3% | $4,082-71.7% | $5,609-79.4% |
| Admin fee / account holder | $962 | $6,674-85.6% | $5,478-82.4% | $10,827-91.1% |