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 | $103,138 | $112,096-8.0% | $95,952+7.5% | $158,922-35.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.05% | 171.09%-154.0pp | 91.61%-74.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,405 | $3,198-24.8% | $2,541-5.3% | $4,761-49.5% |
| Participant deferral / active EE | $371 | $4,784-92.2% | $4,167-91.1% | $5,982-93.8% |
| Admin fee / account holder | $509 | $10,130-95.0% | $6,795-92.5% | $11,246-95.5% |