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 | $30,325 | $77,813-61.0% | $123,544-75.5% | $64,186-52.8% |
| Participation rate | 76.6% | 74.7%+1.9pp | 82.3%-5.7pp | 69.6%+7.0pp |
| Annual return | -6.40% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $123 | $3,014-95.9% | $4,628-97.3% | $2,381-94.8% |
| Participant deferral / active EE | $2,548 | $5,240-51.4% | $6,426-60.3% | $3,470-26.6% |
| Admin fee / account holder | $1,186 | $5,519-78.5% | $9,284-87.2% | $4,888-75.7% |