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 | $61,265 | $95,862-36.1% | $79,550-23.0% | $134,475-54.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -13.54% | -2.69%-10.9pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $682 | $3,128-78.2% | $2,413-71.7% | $4,740-85.6% |
| Participant deferral / active EE | $638 | $4,693-86.4% | $3,985-84.0% | $6,400-90.0% |
| Admin fee / account holder | $1,620 | $9,126-82.2% | $6,832-76.3% | $11,426-85.8% |