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 | $24,993 | $129,942-80.8% | $104,294-76.0% | $134,475-81.4% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -14.05% | 42.03%-56.1pp | 24.61%-38.7pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,246 | $4,184-70.2% | $3,372-63.0% | $4,740-73.7% |
| Participant deferral / active EE | $941 | $5,588-83.2% | $4,625-79.6% | $6,400-85.3% |
| Admin fee / account holder | $2,506 | $9,323-73.1% | $7,339-65.9% | $11,426-78.1% |