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 | $36,037 | $109,327-67.0% | $89,391-59.7% | $158,922-77.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.83% | 345.68%-330.8pp | 245.62%-230.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,336 | $3,170-57.9% | $2,586-48.3% | $4,761-71.9% |
| Participant deferral / active EE | $226 | $4,598-95.1% | $3,890-94.2% | $5,982-96.2% |
| Admin fee / account holder | $9,321 | $6,153+51.5% | $4,881+90.9% | $11,246-17.1% |