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 | $73,734 | $138,044-46.6% | $125,339-41.2% | $134,475-45.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.60% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,030 | $5,243-80.4% | $4,814-78.6% | $4,740-78.3% |
| Participant deferral / active EE | $1,697 | $7,799-78.2% | $7,446-77.2% | $6,400-73.5% |
| Admin fee / account holder | $2,791 | $11,571-75.9% | $10,010-72.1% | $11,426-75.6% |