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 | $46,170 | $113,935-59.5% | $94,224-51.0% | $125,391-63.2% |
| Participation rate | 87.5% | 82.9%+4.6pp | 78.8%+8.7pp | 83.2%+4.3pp |
| Annual return | -0.30% | 5.29%-5.6pp | 10.68%-11.0pp | 282.22%-282.5pp |
| Employer contribution / active EE | $570 | $4,727-87.9% | $3,587-84.1% | $4,866-88.3% |
| Participant deferral / active EE | $2,281 | $5,179-56.0% | $4,320-47.2% | $5,352-57.4% |
| Admin fee / account holder | $1,387 | $8,391-83.5% | $6,269-77.9% | $9,540-85.5% |