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 | $35,034 | $82,286-57.4% | $68,791-49.1% | $134,475-73.9% |
| Participation rate | 76.2% | 75.1%+1.1pp | 69.0%+7.2pp | 81.2%-5.0pp |
| Annual return | -17.39% | -2.19%-15.2pp | -6.38%-11.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $446 | $3,301-86.5% | $2,655-83.2% | $4,740-90.6% |
| Participant deferral / active EE | $2,999 | $4,739-36.7% | $3,941-23.9% | $6,400-53.1% |
| Admin fee / account holder | $1,090 | $6,481-83.2% | $4,932-77.9% | $11,426-90.5% |