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 | $31,835 | $142,405-77.6% | $115,157-72.4% | $152,861-79.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 27.79% | 41.48%-13.7pp | 35.60%-7.8pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,342 | $4,010-66.5% | $3,179-57.8% | $4,762-71.8% |
| Participant deferral / active EE | $415 | $5,164-92.0% | $4,168-90.0% | $5,850-92.9% |
| Admin fee / account holder | $1,150 | $8,462-86.4% | $7,088-83.8% | $11,596-90.1% |