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 | $24,424 | $92,703-73.7% | $82,719-70.5% | $134,475-81.8% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.3pp |
| Annual return | -15.70% | 944.92%-960.6pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,370 | $3,274+3.0% | $3,009+12.0% | $4,740-28.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,631 | $5,983-39.3% | $5,329-31.9% | $11,426-68.2% |