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 | $32,254 | $135,375-76.2% | $32,2540% | $135,375-76.2% |
| Participation rate | 92.9% | 82.6%+10.2pp | 92.9%0pp | 82.6%+10.2pp |
| Annual return | -6.65% | 519.73%-526.4pp | -6.65%0pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,165 | $4,779+8.1% | $5,1650% | $4,779+8.1% |
| Participant deferral / active EE | $0 | $5,609-100.0% | $0 | $5,609-100.0% |
| Admin fee / account holder | $4,065 | $10,827-62.5% | $4,0650% | $10,827-62.5% |