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 | $59,227 | $64,707-8.5% | $112,228-47.2% | $68,494-13.5% |
| Participation rate | 75.5% | 67.2%+8.4pp | 75.1%+0.4pp | 67.9%+7.6pp |
| Annual return | -17.11% | -11.40%-5.7pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $239 | $2,746-91.3% | $3,635-93.4% | $2,596-90.8% |
| Participant deferral / active EE | $4,340 | $3,565+21.8% | $4,728-8.2% | $4,027+7.8% |
| Admin fee / account holder | $463 | $5,232-91.2% | $6,410-92.8% | $5,403-91.4% |