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 | $43,486 | $100,754-56.8% | $86,677-49.8% | $134,475-67.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.81% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $787 | $3,489-77.4% | $2,836-72.2% | $4,740-83.4% |
| Participant deferral / active EE | $1,575 | $5,338-70.5% | $4,656-66.2% | $6,400-75.4% |
| Admin fee / account holder | $713 | $10,926-93.5% | $7,493-90.5% | $11,426-93.8% |