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 | $36,149 | $73,867-51.1% | $143,757-74.9% | $68,494-47.2% |
| Participation rate | 88.4% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.5pp |
| Annual return | -14.99% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $347 | $3,184-89.1% | $4,951-93.0% | $2,596-86.7% |
| Participant deferral / active EE | $2,751 | $3,384-18.7% | $5,637-51.2% | $4,027-31.7% |
| Admin fee / account holder | $2,319 | $5,755-59.7% | $14,673-84.2% | $5,403-57.1% |