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 | $100,509 | $167,484-40.0% | $151,611-33.7% | $134,475-25.3% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -18.48% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $545 | $6,829-92.0% | $6,166-91.2% | $4,740-88.5% |
| Participant deferral / active EE | $8,800 | $8,986-2.1% | $8,363+5.2% | $6,400+37.5% |
| Admin fee / account holder | $768 | $13,783-94.4% | $11,616-93.4% | $11,426-93.3% |