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 | $72,356 | $211,958-65.9% | $169,463-57.3% | $135,375-46.6% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -4.86% | 3.26%-8.1pp | 1.83%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $275 | $5,120-94.6% | $4,159-93.4% | $4,779-94.2% |
| Participant deferral / active EE | $2,116 | $6,075-65.2% | $5,277-59.9% | $5,609-62.3% |
| Admin fee / account holder | $626 | $11,471-94.5% | $9,109-93.1% | $10,827-94.2% |