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 | $58,210 | $95,862-39.3% | $79,550-26.8% | $134,475-56.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.8pp | 81.2%+14.0pp |
| Annual return | -18.39% | -2.69%-15.7pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $410 | $3,128-86.9% | $2,413-83.0% | $4,740-91.3% |
| Participant deferral / active EE | $3,817 | $4,693-18.7% | $3,985-4.2% | $6,400-40.4% |
| Admin fee / account holder | $10,916 | $9,126+19.6% | $6,832+59.8% | $11,426-4.5% |