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 | $45,471 | $81,900-44.5% | $119,609-62.0% | $68,494-33.6% |
| Participation rate | 78.7% | 71.9%+6.8pp | 79.3%-0.5pp | 67.9%+10.8pp |
| Annual return | -16.43% | -23.82%+7.4pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $636 | $2,693-76.4% | $4,232-85.0% | $2,596-75.5% |
| Participant deferral / active EE | $3,869 | $4,148-6.7% | $5,602-30.9% | $4,027-3.9% |
| Admin fee / account holder | $2,375 | $6,582-63.9% | $10,323-77.0% | $5,403-56.0% |