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 | $60,737 | $50,958+19.2% | $74,550-18.5% | $64,186-5.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -2.99% | -1.86%-1.1pp | 32.53%-35.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $119 | $1,115-89.3% | $1,961-93.9% | $2,381-95.0% |
| Participant deferral / active EE | $2,696 | $2,301+17.2% | $3,108-13.3% | $3,470-22.3% |
| Admin fee / account holder | $4,936 | $4,223+16.9% | $5,060-2.4% | $4,888+1.0% |