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 9-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 | $188,086 | $100,754+86.7% | $86,677+117.0% | $134,475+39.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.06% | 29.04%-44.1pp | 35.91%-51.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $429 | $3,489-87.7% | $2,836-84.9% | $4,740-90.9% |
| Participant deferral / active EE | $7,265 | $5,338+36.1% | $4,656+56.1% | $6,400+13.5% |
| Admin fee / account holder | $7,516 | $10,926-31.2% | $7,493+0.3% | $11,426-34.2% |