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 | $93,584 | $82,664+13.2% | $125,339-25.3% | $68,494+36.6% |
| Participation rate | 78.4% | 75.0%+3.4pp | 82.4%-3.9pp | 67.9%+10.5pp |
| Annual return | -13.89% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $389 | $3,381-88.5% | $4,814-91.9% | $2,596-85.0% |
| Participant deferral / active EE | $5,154 | $6,110-15.7% | $7,446-30.8% | $4,027+28.0% |
| Admin fee / account holder | $6,997 | $6,275+11.5% | $10,010-30.1% | $5,403+29.5% |