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 | $38,519 | $71,883-46.4% | $86,677-55.6% | $68,494-43.8% |
| Participation rate | 96.8% | 72.2%+24.5pp | 76.6%+20.2pp | 67.9%+28.9pp |
| Annual return | -16.24% | 3.52%-19.8pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $444 | $2,173-79.6% | $2,836-84.3% | $2,596-82.9% |
| Participant deferral / active EE | $2,911 | $3,779-23.0% | $4,656-37.5% | $4,027-27.7% |
| Admin fee / account holder | $1,460 | $6,112-76.1% | $7,493-80.5% | $5,403-73.0% |