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 | $114,829 | $175,600-34.6% | $129,110-11.1% | $134,475-14.6% |
| Participation rate | 92.9% | 81.6%+11.3pp | 77.3%+15.6pp | 81.2%+11.6pp |
| Annual return | -9.60% | -11.39%+1.8pp | -10.94%+1.3pp | 417.96%-427.6pp |
| Employer contribution / active EE | $8,929 | $6,355+40.5% | $5,052+76.7% | $4,740+88.4% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,172 | $23,567-90.8% | $14,302-84.8% | $11,426-81.0% |