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 | $83,717 | $133,958-37.5% | $112,228-25.4% | $134,475-37.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -12.35% | 47.11%-59.5pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $746 | $4,038-81.5% | $3,635-79.5% | $4,740-84.3% |
| Participant deferral / active EE | $5,018 | $5,291-5.1% | $4,728+6.1% | $6,400-21.6% |
| Admin fee / account holder | $728 | $7,489-90.3% | $6,410-88.7% | $11,426-93.6% |