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 9-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 | $24,352 | $90,600-73.1% | $79,464-69.4% | $135,375-82.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.21% | 977.43%-969.2pp | 718.14%-709.9pp | 519.73%-511.5pp |
| Employer contribution / active EE | $1,035 | $3,068-66.3% | $2,800-63.0% | $4,779-78.3% |
| Participant deferral / active EE | $102 | $4,050-97.5% | $3,704-97.2% | $5,609-98.2% |
| Admin fee / account holder | $4,166 | $5,907-29.5% | $5,113-18.5% | $10,827-61.5% |