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 | $72,514 | $54,229+33.7% | $70,092+3.5% | $68,494+5.9% |
| Participation rate | 89.8% | 64.5%+25.3pp | 70.5%+19.3pp | 67.9%+21.9pp |
| Annual return | -11.47% | -13.87%+2.4pp | 190.73%-202.2pp | -7.84%-3.6pp |
| Employer contribution / active EE | $6,838 | $2,018+238.8% | $2,559+167.2% | $2,596+163.4% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,042 | $4,694-13.9% | $6,267-35.5% | $5,403-25.2% |