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 | $61,868 | $72,404-14.6% | $110,238-43.9% | $64,186-3.6% |
| Participation rate | 76.6% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.0pp |
| Annual return | -6.66% | -6.29%-0.4pp | 314.74%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $509 | $2,282-77.7% | $3,826-86.7% | $2,381-78.6% |
| Participant deferral / active EE | $5,107 | $3,469+47.2% | $4,672+9.3% | $3,470+47.2% |
| Admin fee / account holder | $1,639 | $5,664-71.1% | $8,547-80.8% | $4,888-66.5% |