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 | $117,200 | $73,004+60.5% | $90,749+29.1% | $68,494+71.1% |
| Participation rate | 84.8% | 70.8%+14.0pp | 75.7%+9.2pp | 67.9%+17.0pp |
| Annual return | -10.39% | -13.81%+3.4pp | -12.16%+1.8pp | -7.84%-2.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,093 | $3,627+150.7% | $4,564+99.2% | $4,027+125.8% |
| Admin fee / account holder | $614 | $5,896-89.6% | $8,445-92.7% | $5,403-88.6% |