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 | $50,923 | $140,588-63.8% | $123,104-58.6% | $125,391-59.4% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | -2.22% | 16.80%-19.0pp | 13.22%-15.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,013 | $6,041-83.2% | $5,151-80.3% | $4,866-79.2% |
| Participant deferral / active EE | $3,610 | $6,980-48.3% | $6,230-42.1% | $5,352-32.5% |
| Admin fee / account holder | $5,357 | $11,198-52.2% | $9,015-40.6% | $9,540-43.8% |