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 | $134,238 | $167,484-19.9% | $151,611-11.5% | $134,475-0.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.26% | 7.80%-20.1pp | 3.33%-15.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $19,484 | $6,829+185.3% | $6,166+216.0% | $4,740+311.1% |
| Participant deferral / active EE | $1,156 | $8,986-87.1% | $8,363-86.2% | $6,400-81.9% |
| Admin fee / account holder | $531 | $13,783-96.2% | $11,616-95.4% | $11,426-95.4% |