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 | $110,319 | $115,770-4.7% | $101,248+9.0% | $158,922-30.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.50% | 56.14%-42.6pp | 46.47%-33.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $6,082 | $4,175+45.7% | $3,660+66.2% | $4,761+27.7% |
| Participant deferral / active EE | $969 | $4,957-80.5% | $4,370-77.8% | $5,982-83.8% |
| Admin fee / account holder | $861 | $7,245-88.1% | $5,945-85.5% | $11,246-92.3% |