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 | $84,508 | $46,674+81.1% | $117,472-28.1% | $68,494+23.4% |
| Participation rate | 94.6% | 56.8%+37.8pp | 70.6%+24.0pp | 67.9%+26.7pp |
| Annual return | -17.86% | -14.52%-3.3pp | 29.74%-47.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,414 | $1,505+126.9% | $4,176-18.2% | $2,596+31.5% |
| Participant deferral / active EE | $76 | $2,636-97.1% | $4,070-98.1% | $4,027-98.1% |
| Admin fee / account holder | $1,859 | $4,020-53.8% | $5,645-67.1% | $5,403-65.6% |