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 | $84,528 | $100,754-16.1% | $86,677-2.5% | $134,475-37.1% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -14.72% | 29.04%-43.8pp | 35.91%-50.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,072 | $3,489-12.0% | $2,836+8.3% | $4,740-35.2% |
| Participant deferral / active EE | $1,470 | $5,338-72.5% | $4,656-68.4% | $6,400-77.0% |
| Admin fee / account holder | $5,935 | $10,926-45.7% | $7,493-20.8% | $11,426-48.1% |