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 | $34,254 | $99,652-65.6% | $78,778-56.5% | $147,584-76.8% |
| Participation rate | 94.4% | 76.2%+18.2pp | 69.2%+25.3pp | 82.8%+11.6pp |
| Annual return | 10.69% | 47.28%-36.6pp | 35.62%-24.9pp | 578.55%-567.9pp |
| Employer contribution / active EE | $6,679 | $2,796+138.9% | $1,986+236.3% | $4,876+37.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,036 | $7,155-71.6% | $5,134-60.4% | $10,885-81.3% |