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 8-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 | $16,655 | $183,519-90.9% | $155,509-89.3% | $145,922-88.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 11.83% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,663 | $5,313-68.7% | $4,672-64.4% | $4,660-64.3% |
| Participant deferral / active EE | $1,824 | $6,462-71.8% | $5,626-67.6% | $6,688-72.7% |
| Admin fee / account holder | $1,911 | $19,313-90.1% | $15,912-88.0% | $13,397-85.7% |