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 | $55,757 | $127,386-56.2% | $115,037-51.5% | $125,391-55.5% |
| Participation rate | 77.3% | 84.2%-6.9pp | 81.4%-4.1pp | 83.2%-5.9pp |
| Annual return | -0.47% | 31.28%-31.8pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $554 | $5,166-89.3% | $4,608-88.0% | $4,866-88.6% |
| Participant deferral / active EE | $5,544 | $6,423-13.7% | $6,026-8.0% | $5,352+3.6% |
| Admin fee / account holder | $9,180 | $9,516-3.5% | $8,175+12.3% | $9,540-3.8% |