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 | $58,254 | $72,404-19.5% | $110,238-47.2% | $64,186-9.2% |
| Participation rate | 74.4% | 73.3%+1.0pp | 79.8%-5.5pp | 69.6%+4.8pp |
| Annual return | -7.10% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $473 | $2,282-79.3% | $3,826-87.6% | $2,381-80.1% |
| Participant deferral / active EE | $2,262 | $3,469-34.8% | $4,672-51.6% | $3,470-34.8% |
| Admin fee / account holder | $9,858 | $5,664+74.0% | $8,547+15.3% | $4,888+101.7% |