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 | $48,115 | $98,750-51.3% | $149,696-67.9% | $79,858-39.7% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.9pp |
| Annual return | 15.07% | 27.43%-12.4pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,343 | $3,216-58.2% | $4,644-71.1% | $2,471-45.7% |
| Participant deferral / active EE | $1,361 | $5,680-76.0% | $6,842-80.1% | $3,740-63.6% |
| Admin fee / account holder | $3,341 | $6,053-44.8% | $9,309-64.1% | $5,306-37.0% |