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 | $121,437 | $99,032+22.6% | $80,019+51.8% | $135,375-10.3% |
| Participation rate | 94.1% | 78.4%+15.8pp | 75.8%+18.3pp | 82.6%+11.5pp |
| Annual return | -3.83% | 15.39%-19.2pp | 11.22%-15.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $392 | $3,043-87.1% | $2,468-84.1% | $4,779-91.8% |
| Participant deferral / active EE | $2,612 | $4,282-39.0% | $3,686-29.1% | $5,609-53.4% |
| Admin fee / account holder | $21,340 | $10,436+104.5% | $6,521+227.3% | $10,827+97.1% |