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 | $46,084 | $100,773-54.3% | $88,946-48.2% | $142,382-67.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.46% | 70.18%-56.7pp | 57.82%-44.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,313 | $2,918-55.0% | $2,555-48.6% | $4,299-69.5% |
| Participant deferral / active EE | $807 | $5,230-84.6% | $4,581-82.4% | $6,507-87.6% |
| Admin fee / account holder | $624 | $9,693-93.6% | $8,261-92.4% | $12,624-95.1% |