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 | $55,454 | $70,587-21.4% | $124,672-55.5% | $85,850-35.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 22.01% | 20688.83%-20666.8pp | 5142.93%-5120.9pp | 318.53%-296.5pp |
| Employer contribution / active EE | $2,326 | $1,913+21.5% | $3,324-30.0% | $2,565-9.3% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $514 | $5,282-90.3% | $7,493-93.1% | $6,260-91.8% |