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 | $43,606 | $108,642-59.9% | $74,701-41.6% | $152,861-71.5% |
| Participation rate | 85.7% | 65.3%+20.4pp | 54.5%+31.3pp | 82.4%+3.3pp |
| Annual return | 24.24% | 114.06%-89.8pp | 752.92%-728.7pp | 345.32%-321.1pp |
| Employer contribution / active EE | $4,643 | $1,503+208.9% | $1,084+328.5% | $4,762-2.5% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,314 | $4,902-73.2% | $3,333-60.6% | $11,596-88.7% |