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 | $16,035 | $48,046-66.6% | $84,611-81.0% | $72,985-78.0% |
| Participation rate | 96.6% | 57.6%+39.0pp | 68.2%+28.4pp | 69.5%+27.1pp |
| Annual return | 26.13% | 37.38%-11.2pp | 258.74%-232.6pp | 81.00%-54.9pp |
| Employer contribution / active EE | $3,750 | $1,602+134.1% | $2,652+41.4% | $2,440+53.7% |
| Participant deferral / active EE | $671 | $2,680-75.0% | $3,899-82.8% | $3,607-81.4% |
| Admin fee / account holder | $558 | $3,395-83.6% | $4,912-88.6% | $5,124-89.1% |