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 | $35,650 | $90,600-60.7% | $79,464-55.1% | $135,375-73.7% |
| Participation rate | 78.6% | 76.0%+2.5pp | 73.3%+5.2pp | 82.6%-4.1pp |
| Annual return | 7.40% | 977.43%-970.0pp | 718.14%-710.7pp | 519.73%-512.3pp |
| Employer contribution / active EE | $3,851 | $3,068+25.5% | $2,800+37.5% | $4,779-19.4% |
| Participant deferral / active EE | $386 | $4,050-90.5% | $3,704-89.6% | $5,609-93.1% |
| Admin fee / account holder | $3,662 | $5,907-38.0% | $5,113-28.4% | $10,827-66.2% |