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 | $38,053 | $64,707-41.2% | $112,228-66.1% | $68,494-44.4% |
| Participation rate | 91.4% | 67.2%+24.2pp | 75.1%+16.3pp | 67.9%+23.5pp |
| Annual return | -17.10% | -11.40%-5.7pp | 27.45%-44.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $682 | $2,746-75.2% | $3,635-81.2% | $2,596-73.7% |
| Participant deferral / active EE | $3,301 | $3,565-7.4% | $4,728-30.2% | $4,027-18.0% |
| Admin fee / account holder | $1,740 | $5,232-66.8% | $6,410-72.9% | $5,403-67.8% |