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 | $193,199 | $104,106+85.6% | $71,086+171.8% | $135,375+42.7% |
| Participation rate | 88.9% | 65.7%+23.2pp | 54.7%+34.2pp | 82.6%+6.2pp |
| Annual return | -4.00% | 1256.30%-1260.3pp | 650.59%-654.6pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,114 | $1,485+42.4% | $1,088+94.4% | $4,779-55.8% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $826 | $4,142-80.1% | $3,082-73.2% | $10,827-92.4% |