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 | $21,957 | $45,863-52.1% | $77,024-71.5% | $68,494-67.9% |
| Participation rate | 80.8% | 55.9%+24.9pp | 67.9%+12.9pp | 67.9%+12.9pp |
| Annual return | -19.23% | 1.72%-21.0pp | 42.32%-61.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,017 | $2,962+204.4% | $4,426+103.7% | $4,027+123.9% |
| Admin fee / account holder | $4,731 | $3,041+55.6% | $5,425-12.8% | $5,403-12.4% |