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 | $92,548 | $105,860-12.6% | $90,749+2.0% | $134,475-31.2% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -7.48% | -11.01%+3.5pp | -12.16%+4.7pp | 417.96%-425.4pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,169 | $5,216+37.5% | $4,564+57.1% | $6,400+12.0% |
| Admin fee / account holder | $40,121 | $13,938+187.9% | $8,445+375.1% | $11,426+251.1% |