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 | $24,927 | $83,908-70.3% | $68,509-63.6% | $125,391-80.1% |
| Participation rate | 72.2% | 78.2%-5.9pp | 74.7%-2.5pp | 83.2%-11.0pp |
| Annual return | -2.39% | 14.48%-16.9pp | 8.27%-10.7pp | 282.22%-284.6pp |
| Employer contribution / active EE | $325 | $3,031-89.3% | $2,278-85.7% | $4,866-93.3% |
| Participant deferral / active EE | $3,843 | $4,125-6.8% | $3,382+13.6% | $5,352-28.2% |
| Admin fee / account holder | $1,029 | $8,982-88.5% | $5,275-80.5% | $9,540-89.2% |