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 | $110,476 | $147,167-24.9% | $111,392-0.8% | $135,375-18.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 78.9%+6.9pp | 82.6%+3.1pp |
| Annual return | 6.41% | -4.44%+10.8pp | -2.06%+8.5pp | 519.73%-513.3pp |
| Employer contribution / active EE | $7,143 | $5,204+37.3% | $4,328+65.0% | $4,779+49.5% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,564 | $20,270-92.3% | $12,266-87.2% | $10,827-85.6% |