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 | $84,460 | $102,317-17.5% | $146,958-42.5% | $80,856+4.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $5,055 | $3,713+36.1% | $4,933+2.5% | $2,755+83.5% |
| Participant deferral / active EE | $1,210 | $6,644-81.8% | $8,070-85.0% | $4,296-71.8% |
| Admin fee / account holder | $4,786 | $7,941-39.7% | $12,998-63.2% | $6,918-30.8% |