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 | $24,513 | $57,354-57.3% | $83,848-70.8% | $64,186-61.8% |
| Participation rate | 83.6% | 68.6%+15.0pp | 76.1%+7.5pp | 69.6%+14.0pp |
| Annual return | -5.18% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $24 | $2,545-99.1% | $3,631-99.4% | $2,381-99.0% |
| Participant deferral / active EE | $1,952 | $2,993-34.8% | $4,082-52.2% | $3,470-43.7% |
| Admin fee / account holder | $5,881 | $4,046+45.4% | $5,478+7.4% | $4,888+20.3% |