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 | $21,599 | $91,911-76.5% | $68,793-68.6% | $135,375-84.0% |
| Participation rate | 71.4% | 76.7%-5.3pp | 72.2%-0.8pp | 82.6%-11.2pp |
| Annual return | -5.90% | -8.22%+2.3pp | -4.63%-1.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,406 | $4,315-44.2% | $3,311-27.3% | $5,609-57.1% |
| Admin fee / account holder | $1,020 | $9,240-89.0% | $5,131-80.1% | $10,827-90.6% |