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 | $46,232 | $52,279-11.6% | $89,391-48.3% | $79,858-42.1% |
| Participation rate | 98.4% | 57.5%+40.9pp | 68.0%+30.5pp | 69.6%+28.8pp |
| Annual return | 12.71% | 22.16%-9.5pp | 245.62%-232.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $10,995 | $1,572+599.6% | $2,586+325.2% | $2,471+345.0% |
| Participant deferral / active EE | $128 | $2,740-95.3% | $3,890-96.7% | $3,740-96.6% |
| Admin fee / account holder | $10,995 | $3,356+227.6% | $4,881+125.2% | $5,306+107.2% |