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 | $32,337 | $78,694-58.9% | $67,652-52.2% | $125,391-74.2% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -0.74% | 9.46%-10.2pp | 6625.04%-6625.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $392 | $3,044-87.1% | $2,266-82.7% | $4,866-92.0% |
| Participant deferral / active EE | $2,092 | $4,292-51.3% | $3,560-41.2% | $5,352-60.9% |
| Admin fee / account holder | $407 | $7,403-94.5% | $4,821-91.6% | $9,540-95.7% |