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 | $146,293 | $175,202-16.5% | $149,673-2.3% | $139,434+4.9% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 15.17% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,176 | $5,474-78.5% | $4,818-75.6% | $4,751-75.2% |
| Participant deferral / active EE | $1,274 | $6,519-80.5% | $5,680-77.6% | $6,710-81.0% |
| Admin fee / account holder | $4,368 | $16,150-73.0% | $13,210-66.9% | $11,403-61.7% |