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 | $23,190 | $45,863-49.4% | $77,024-69.9% | $68,494-66.1% |
| Participation rate | 97.2% | 55.9%+41.3pp | 67.9%+29.3pp | 67.9%+29.3pp |
| Annual return | -16.46% | 1.72%-18.2pp | 42.32%-58.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,194 | $1,650+33.0% | $2,812-22.0% | $2,596-15.5% |
| Participant deferral / active EE | $587 | $2,962-80.2% | $4,426-86.7% | $4,027-85.4% |
| Admin fee / account holder | $1,707 | $3,041-43.9% | $5,425-68.5% | $5,403-68.4% |