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 | $30,526 | $183,519-83.4% | $155,509-80.4% | $145,922-79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.26% | 61.17%-33.9pp | 64.67%-37.4pp | 561.29%-534.0pp |
| Employer contribution / active EE | $5,132 | $5,313-3.4% | $4,672+9.8% | $4,660+10.1% |
| Participant deferral / active EE | $1,533 | $6,462-76.3% | $5,626-72.7% | $6,688-77.1% |
| Admin fee / account holder | $377 | $19,313-98.0% | $15,912-97.6% | $13,397-97.2% |