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 | $129,500 | $99,032+30.8% | $80,019+61.8% | $135,375-4.3% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -6.50% | 15.39%-21.9pp | 11.22%-17.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,621 | $3,043-46.7% | $2,468-34.3% | $4,779-66.1% |
| Participant deferral / active EE | $413 | $4,282-90.4% | $3,686-88.8% | $5,609-92.6% |
| Admin fee / account holder | $3,078 | $10,436-70.5% | $6,521-52.8% | $10,827-71.6% |