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.
Employer 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 | $61,344 | $71,883-14.7% | $86,677-29.2% | $68,494-10.4% |
| Participation rate | 82.1% | 72.2%+9.9pp | 76.6%+5.6pp | 67.9%+14.3pp |
| Annual return | -15.84% | 3.52%-19.4pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $482 | $2,173-77.8% | $2,836-83.0% | $2,596-81.5% |
| Participant deferral / active EE | $2,152 | $3,779-43.1% | $4,656-53.8% | $4,027-46.6% |
| Admin fee / account holder | $1,771 | $6,112-71.0% | $7,493-76.4% | $5,403-67.2% |