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 | $160,582 | $109,982+46.0% | $97,226+65.2% | $145,922+10.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 16.41% | 242.90%-226.5pp | 75.13%-58.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $7,129 | $3,084+131.2% | $2,729+161.3% | $4,660+53.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,688-100.0% |
| Admin fee / account holder | $4,435 | $6,221-28.7% | $5,654-21.6% | $13,397-66.9% |