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 | $191,816 | $70,756+171.1% | $65,493+192.9% | $142,382+34.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.11% | 1754.89%-1740.8pp | 982.45%-968.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $417 | $2,881-85.5% | $2,574-83.8% | $4,299-90.3% |
| Participant deferral / active EE | $500 | $4,637-89.2% | $3,961-87.4% | $6,507-92.3% |
| Admin fee / account holder | $2,022 | $6,559-69.2% | $5,028-59.8% | $12,624-84.0% |