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 | $10,830 | $27,641-60.8% | $61,373-82.4% | $68,494-84.2% |
| Participation rate | 83.0% | 39.5%+43.5pp | 52.6%+30.5pp | 67.9%+15.1pp |
| Annual return | -17.08% | -13.24%-3.8pp | 338.61%-355.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,415 | $695+103.5% | $1,159+22.1% | $2,596-45.5% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $526 | $2,010-73.9% | $2,130-75.3% | $5,403-90.3% |