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 | $51,601 | $94,529-45.4% | $140,016-63.1% | $64,186-19.6% |
| Participation rate | 77.8% | 84.1%-6.3pp | 87.5%-9.7pp | 69.6%+8.2pp |
| Annual return | -4.57% | 7.77%-12.3pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,040 | $3,812-72.7% | $5,606-81.4% | $2,381-56.3% |
| Participant deferral / active EE | $3,413 | $5,250-35.0% | $6,927-50.7% | $3,470-1.6% |
| Admin fee / account holder | $1,121 | $6,741-83.4% | $10,705-89.5% | $4,888-77.1% |