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 | $51,005 | $138,044-63.1% | $125,339-59.3% | $134,475-62.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -13.99% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,031 | $5,243-80.3% | $4,814-78.6% | $4,740-78.3% |
| Participant deferral / active EE | $1,325 | $7,799-83.0% | $7,446-82.2% | $6,400-79.3% |
| Admin fee / account holder | $5,651 | $11,571-51.2% | $10,010-43.5% | $11,426-50.5% |