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 8-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 | $22,658 | $82,664-72.6% | $125,339-81.9% | $68,494-66.9% |
| Participation rate | 92.4% | 75.0%+17.4pp | 82.4%+10.1pp | 67.9%+24.5pp |
| Annual return | -0.46% | -5.97%+5.5pp | 572.05%-572.5pp | -7.84%+7.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,422 | $6,110+54.2% | $7,446+26.5% | $4,027+134.0% |
| Admin fee / account holder | $795 | $6,275-87.3% | $10,010-92.1% | $5,403-85.3% |