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 | $16,066 | $85,006-81.1% | $76,190-78.9% | $145,922-89.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 18.19% | 13.11%+5.1pp | 13.78%+4.4pp | 561.29%-543.1pp |
| Employer contribution / active EE | $7,375 | $5,265+40.1% | $4,578+61.1% | $4,660+58.3% |
| Participant deferral / active EE | $1,481 | $6,392-76.8% | $5,474-73.0% | $6,688-77.9% |
| Admin fee / account holder | $584 | $5,760-89.9% | $5,123-88.6% | $13,397-95.6% |