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 | $22,307 | $97,757-77.2% | $83,848-73.4% | $135,375-83.5% |
| Participation rate | 70.8% | 80.0%-9.1pp | 76.1%-5.3pp | 82.6%-11.8pp |
| Annual return | -7.39% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $578 | $4,222-86.3% | $3,631-84.1% | $4,779-87.9% |
| Participant deferral / active EE | $2,432 | $4,682-48.1% | $4,082-40.4% | $5,609-56.6% |
| Admin fee / account holder | $324 | $6,674-95.2% | $5,478-94.1% | $10,827-97.0% |