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 | $120,173 | $159,901-24.8% | $146,958-18.2% | $145,922-17.6% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 22.01% | 98.13%-76.1pp | 418.34%-396.3pp | 561.29%-539.3pp |
| Employer contribution / active EE | $9,587 | $5,286+81.4% | $4,933+94.3% | $4,660+105.7% |
| Participant deferral / active EE | $1,622 | $8,428-80.8% | $8,070-79.9% | $6,688-75.7% |
| Admin fee / account holder | $541 | $15,044-96.4% | $12,998-95.8% | $13,397-96.0% |