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 | $156,982 | $105,181+49.2% | $159,436-1.5% | $85,850+82.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.66% | 45.07%-26.4pp | 263.57%-244.9pp | 318.53%-299.9pp |
| Employer contribution / active EE | $6,947 | $3,318+109.4% | $4,829+43.9% | $2,565+170.8% |
| Participant deferral / active EE | $1,745 | $5,945-70.6% | $7,352-76.3% | $3,952-55.8% |
| Admin fee / account holder | $22,138 | $6,933+219.3% | $10,799+105.0% | $6,260+253.7% |