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 | $67,130 | $138,044-51.4% | $125,339-46.4% | $134,475-50.1% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -7.51% | 750.33%-757.8pp | 572.05%-579.6pp | 417.96%-425.5pp |
| Employer contribution / active EE | $1,204 | $5,243-77.0% | $4,814-75.0% | $4,740-74.6% |
| Participant deferral / active EE | $1,849 | $7,799-76.3% | $7,446-75.2% | $6,400-71.1% |
| Admin fee / account holder | $7,481 | $11,571-35.3% | $10,010-25.3% | $11,426-34.5% |