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 | $32,132 | $140,588-77.1% | $123,104-73.9% | $125,391-74.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -2.90% | 16.80%-19.7pp | 13.22%-16.1pp | 282.22%-285.1pp |
| Employer contribution / active EE | $499 | $6,041-91.7% | $5,151-90.3% | $4,866-89.7% |
| Participant deferral / active EE | $6,228 | $6,980-10.8% | $6,2300% | $5,352+16.4% |
| Admin fee / account holder | $396 | $11,198-96.5% | $9,015-95.6% | $9,540-95.9% |