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 | $236,627 | $203,436+16.3% | $152,466+55.2% | $167,490+41.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 9.21% | 13.80%-4.6pp | 757.33%-748.1pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,133 | $5,220-59.1% | $4,327-50.7% | $4,837-55.9% |
| Participant deferral / active EE | $552 | $6,716-91.8% | $5,820-90.5% | $6,341-91.3% |
| Admin fee / account holder | $9,636 | $22,506-57.2% | $15,805-39.0% | $12,309-21.7% |