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 | $52,033 | $99,032-47.5% | $80,019-35.0% | $135,375-61.6% |
| Participation rate | 90.5% | 78.4%+12.1pp | 75.8%+14.6pp | 82.6%+7.8pp |
| Annual return | -4.22% | 15.39%-19.6pp | 11.22%-15.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $5,923 | $3,043+94.6% | $2,468+140.0% | $4,779+24.0% |
| Participant deferral / active EE | $821 | $4,282-80.8% | $3,686-77.7% | $5,609-85.4% |
| Admin fee / account holder | $1,111 | $10,436-89.4% | $6,521-83.0% | $10,827-89.7% |