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 | $31,327 | $61,660-49.2% | $80,019-60.9% | $64,186-51.2% |
| Participation rate | 70.5% | 71.7%-1.2pp | 75.8%-5.4pp | 69.6%+0.9pp |
| Annual return | -4.44% | -0.33%-4.1pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $339 | $1,810-81.3% | $2,468-86.2% | $2,381-85.7% |
| Participant deferral / active EE | $1,512 | $2,968-49.0% | $3,686-59.0% | $3,470-56.4% |
| Admin fee / account holder | $1,713 | $5,417-68.4% | $6,521-73.7% | $4,888-64.9% |