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 | $98,611 | $92,222+6.9% | $76,768+28.5% | $135,375-27.2% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -0.91% | 5.46%-6.4pp | 2.43%-3.3pp | 519.73%-520.6pp |
| Employer contribution / active EE | $256 | $3,216-92.1% | $2,485-89.7% | $4,779-94.7% |
| Participant deferral / active EE | $3,180 | $4,509-29.5% | $3,852-17.4% | $5,609-43.3% |
| Admin fee / account holder | $4,306 | $10,748-59.9% | $6,675-35.5% | $10,827-60.2% |