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 | $60,126 | $92,222-34.8% | $76,768-21.7% | $135,375-55.6% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | -2.11% | 5.46%-7.6pp | 2.43%-4.5pp | 519.73%-521.8pp |
| Employer contribution / active EE | $562 | $3,216-82.5% | $2,485-77.4% | $4,779-88.2% |
| Participant deferral / active EE | $2,813 | $4,509-37.6% | $3,852-27.0% | $5,609-49.9% |
| Admin fee / account holder | $3,427 | $10,748-68.1% | $6,675-48.7% | $10,827-68.3% |