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 | $101,786 | $95,971+6.1% | $74,550+36.5% | $135,375-24.8% |
| Participation rate | 94.1% | 75.7%+18.5pp | 69.1%+25.0pp | 82.6%+11.5pp |
| Annual return | -5.48% | 56.96%-62.4pp | 32.53%-38.0pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,941 | $2,716+8.3% | $1,961+50.0% | $4,779-38.5% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,632 | $6,522-59.6% | $5,060-48.0% | $10,827-75.7% |