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 | $65,846 | $57,354+14.8% | $83,848-21.5% | $64,186+2.6% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.8pp | 69.6%+27.4pp |
| Annual return | -6.76% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $352 | $2,545-86.2% | $3,631-90.3% | $2,381-85.2% |
| Participant deferral / active EE | $2,324 | $2,993-22.4% | $4,082-43.1% | $3,470-33.0% |
| Admin fee / account holder | $1,117 | $4,046-72.4% | $5,478-79.6% | $4,888-77.2% |