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 | $49,372 | $82,664-40.3% | $125,339-60.6% | $68,494-27.9% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -8.97% | -5.97%-3.0pp | 572.05%-581.0pp | -7.84%-1.1pp |
| Employer contribution / active EE | $518 | $3,381-84.7% | $4,814-89.2% | $2,596-80.0% |
| Participant deferral / active EE | $3,735 | $6,110-38.9% | $7,446-49.8% | $4,027-7.2% |
| Admin fee / account holder | $976 | $6,275-84.4% | $10,010-90.3% | $5,403-81.9% |