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 | $62,193 | $105,860-41.3% | $90,749-31.5% | $134,475-53.8% |
| Participation rate | 78.9% | 78.2%+0.7pp | 75.7%+3.3pp | 81.2%-2.3pp |
| Annual return | -12.52% | -11.01%-1.5pp | -12.16%-0.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $168 | $3,462-95.2% | $2,921-94.3% | $4,740-96.5% |
| Participant deferral / active EE | $1,763 | $5,216-66.2% | $4,564-61.4% | $6,400-72.5% |
| Admin fee / account holder | $13,086 | $13,938-6.1% | $8,445+55.0% | $11,426+14.5% |