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 9-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 | $49,802 | $167,484-70.3% | $151,611-67.2% | $134,475-63.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.50% | 7.80%-18.3pp | 3.33%-13.8pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,402 | $6,829-79.5% | $6,166-77.3% | $4,740-70.4% |
| Participant deferral / active EE | $5,639 | $8,986-37.2% | $8,363-32.6% | $6,400-11.9% |
| Admin fee / account holder | $381 | $13,783-97.2% | $11,616-96.7% | $11,426-96.7% |