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 | $25,262 | $60,124-58.0% | $90,404-72.1% | $79,858-68.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.10% | 71.94%-59.8pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,726 | $2,068+31.8% | $3,262-16.4% | $2,471+10.3% |
| Participant deferral / active EE | $687 | $2,938-76.6% | $3,963-82.7% | $3,740-81.6% |
| Admin fee / account holder | $1,381 | $3,976-65.3% | $5,611-75.4% | $5,306-74.0% |