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 | $96,181 | $78,694+22.2% | $67,652+42.2% | $125,391-23.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.18% | 9.46%-11.6pp | 6625.04%-6627.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,009 | $3,044-34.0% | $2,266-11.3% | $4,866-58.7% |
| Participant deferral / active EE | $600 | $4,292-86.0% | $3,560-83.1% | $5,352-88.8% |
| Admin fee / account holder | $1,268 | $7,403-82.9% | $4,821-73.7% | $9,540-86.7% |