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 9-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 | $30,851 | $115,770-73.4% | $101,248-69.5% | $158,922-80.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.01% | 56.14%-34.1pp | 46.47%-24.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $11,993 | $4,175+187.3% | $3,660+227.7% | $4,761+151.9% |
| Participant deferral / active EE | $1,181 | $4,957-76.2% | $4,370-73.0% | $5,982-80.3% |
| Admin fee / account holder | $976 | $7,245-86.5% | $5,945-83.6% | $11,246-91.3% |