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 | $43,299 | $49,177-12.0% | $79,464-45.5% | $64,186-32.5% |
| Participation rate | 75.5% | 65.0%+10.4pp | 73.3%+2.1pp | 69.6%+5.9pp |
| Annual return | -7.76% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,968 | $2,076+43.0% | $2,800+6.0% | $2,381+24.7% |
| Participant deferral / active EE | $330 | $2,821-88.3% | $3,704-91.1% | $3,470-90.5% |
| Admin fee / account holder | $702 | $3,839-81.7% | $5,113-86.3% | $4,888-85.6% |