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 | $71,688 | $109,817-34.7% | $98,442-27.2% | $167,490-57.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.40% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,192 | $3,224-63.0% | $2,960-59.7% | $4,837-75.4% |
| Participant deferral / active EE | $241 | $4,673-94.8% | $4,276-94.4% | $6,341-96.2% |
| Admin fee / account holder | $2,557 | $6,753-62.1% | $5,949-57.0% | $12,309-79.2% |