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 | $60,317 | $165,984-63.7% | $164,813-63.4% | $145,922-58.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.64% | 100.03%-77.4pp | 69.93%-47.3pp | 561.29%-538.6pp |
| Employer contribution / active EE | $3,715 | $5,273-29.5% | $4,341-14.4% | $4,660-20.3% |
| Participant deferral / active EE | $1,954 | $6,959-71.9% | $6,031-67.6% | $6,688-70.8% |
| Admin fee / account holder | $3,624 | $16,648-78.2% | $12,690-71.4% | $13,397-72.9% |