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 | $95,199 | $106,543-10.6% | $91,220+4.4% | $134,475-29.2% |
| Participation rate | 95.5% | 76.8%+18.6pp | 73.2%+22.3pp | 81.2%+14.2pp |
| Annual return | -18.17% | 160.60%-178.8pp | 114.01%-132.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,273 | $3,331-31.8% | $2,850-20.3% | $4,740-52.0% |
| Participant deferral / active EE | $385 | $4,719-91.8% | $4,234-90.9% | $6,400-94.0% |
| Admin fee / account holder | $2,783 | $6,231-55.3% | $5,420-48.6% | $11,426-75.6% |