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 | $25,708 | $60,124-57.2% | $90,404-71.6% | $79,858-67.8% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 16.41% | 71.94%-55.5pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,737 | $2,068+80.7% | $3,262+14.6% | $2,471+51.2% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $393 | $3,976-90.1% | $5,611-93.0% | $5,306-92.6% |