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 | $55,262 | $142,344-61.2% | $119,609-53.8% | $134,475-58.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.88% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,880 | $5,222-44.8% | $4,232-31.9% | $4,740-39.2% |
| Participant deferral / active EE | $1,846 | $6,469-71.5% | $5,602-67.1% | $6,400-71.2% |
| Admin fee / account holder | $417 | $13,584-96.9% | $10,323-96.0% | $11,426-96.4% |