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 | $164,156 | $95,862+71.2% | $79,550+106.4% | $134,475+22.1% |
| Participation rate | 73.7% | 75.0%-1.4pp | 69.5%+4.2pp | 81.2%-7.5pp |
| Annual return | -12.60% | -2.69%-9.9pp | 0.16%-12.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,507 | $4,693-67.9% | $3,985-62.2% | $6,400-76.5% |
| Admin fee / account holder | $7,570 | $9,126-17.0% | $6,832+10.8% | $11,426-33.7% |