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 | $22,160 | $73,867-70.0% | $143,757-84.6% | $68,494-67.6% |
| Participation rate | 88.5% | 66.7%+21.9pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -14.48% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,810 | $3,384+42.1% | $5,637-14.7% | $4,027+19.4% |
| Admin fee / account holder | $1,633 | $5,755-71.6% | $14,673-88.9% | $5,403-69.8% |