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 | $62,863 | $57,354+9.6% | $83,848-25.0% | $64,186-2.1% |
| Participation rate | 94.0% | 68.6%+25.4pp | 76.1%+17.9pp | 69.6%+24.4pp |
| Annual return | -6.55% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $529 | $2,545-79.2% | $3,631-85.4% | $2,381-77.8% |
| Participant deferral / active EE | $3,206 | $2,993+7.1% | $4,082-21.4% | $3,470-7.6% |
| Admin fee / account holder | $9,425 | $4,046+133.0% | $5,478+72.1% | $4,888+92.8% |