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 | $47,206 | $140,588-66.4% | $123,104-61.7% | $125,391-62.4% |
| Participation rate | 84.6% | 88.2%-3.6pp | 86.8%-2.2pp | 83.2%+1.4pp |
| Annual return | -1.59% | 16.80%-18.4pp | 13.22%-14.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $5,545 | $6,041-8.2% | $5,151+7.6% | $4,866+14.0% |
| Participant deferral / active EE | $2,018 | $6,980-71.1% | $6,230-67.6% | $5,352-62.3% |
| Admin fee / account holder | $3,720 | $11,198-66.8% | $9,015-58.7% | $9,540-61.0% |