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 | $15,174 | $76,000-80.0% | $154,107-90.2% | $64,186-76.4% |
| Participation rate | 70.0% | 70.4%-0.4pp | 83.0%-13.0pp | 69.6%+0.4pp |
| Annual return | -4.43% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $233 | $3,351-93.0% | $5,298-95.6% | $2,381-90.2% |
| Participant deferral / active EE | $1,242 | $3,175-60.9% | $5,081-75.6% | $3,470-64.2% |
| Admin fee / account holder | $641 | $5,596-88.5% | $13,411-95.2% | $4,888-86.9% |