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 | $28,341 | $115,770-75.5% | $101,248-72.0% | $158,922-82.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 10.79% | 56.14%-45.4pp | 46.47%-35.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,122 | $4,175-73.1% | $3,660-69.3% | $4,761-76.4% |
| Participant deferral / active EE | $1,191 | $4,957-76.0% | $4,370-72.8% | $5,982-80.1% |
| Admin fee / account holder | $345 | $7,245-95.2% | $5,945-94.2% | $11,246-96.9% |