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 | $59,313 | $73,004-18.8% | $90,749-34.6% | $68,494-13.4% |
| Participation rate | 80.0% | 70.8%+9.2pp | 75.7%+4.3pp | 67.9%+12.1pp |
| Annual return | -15.87% | -13.81%-2.1pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $447 | $2,193-79.6% | $2,921-84.7% | $2,596-82.8% |
| Participant deferral / active EE | $3,871 | $3,627+6.7% | $4,564-15.2% | $4,027-3.9% |
| Admin fee / account holder | $23,325 | $5,896+295.6% | $8,445+176.2% | $5,403+331.7% |