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 | $11,855 | $42,894-72.4% | $60,874-80.5% | $68,494-82.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.21% | -13.98%+0.8pp | 16.90%-30.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,461 | $1,978-26.1% | $2,701-45.9% | $2,596-43.7% |
| Participant deferral / active EE | $424 | $2,867-85.2% | $3,817-88.9% | $4,027-89.5% |
| Admin fee / account holder | $522 | $3,101-83.2% | $3,224-83.8% | $5,403-90.3% |