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 | $50,410 | $100,754-50.0% | $86,677-41.8% | $134,475-62.5% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -13.84% | 29.04%-42.9pp | 35.91%-49.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $365 | $3,489-89.5% | $2,836-87.1% | $4,740-92.3% |
| Participant deferral / active EE | $1,844 | $5,338-65.5% | $4,656-60.4% | $6,400-71.2% |
| Admin fee / account holder | $957 | $10,926-91.2% | $7,493-87.2% | $11,426-91.6% |