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 | $113,411 | $127,386-11.0% | $115,037-1.4% | $125,391-9.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.80% | 31.28%-33.1pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $740 | $5,166-85.7% | $4,608-83.9% | $4,866-84.8% |
| Participant deferral / active EE | $8,553 | $6,423+33.2% | $6,026+41.9% | $5,352+59.8% |
| Admin fee / account holder | $684 | $9,516-92.8% | $8,175-91.6% | $9,540-92.8% |