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 | $82,684 | $167,307-50.6% | $143,757-42.5% | $134,475-38.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -2.70% | 0.46%-3.2pp | -0.04%-2.7pp | 417.96%-420.7pp |
| Employer contribution / active EE | $2,751 | $5,619-51.0% | $4,951-44.4% | $4,740-42.0% |
| Participant deferral / active EE | $2,026 | $6,446-68.6% | $5,637-64.1% | $6,400-68.3% |
| Admin fee / account holder | $3,051 | $18,088-83.1% | $14,673-79.2% | $11,426-73.3% |