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 | $41,963 | $42,894-2.2% | $60,874-31.1% | $68,494-38.7% |
| Participation rate | 81.3% | 66.8%+14.5pp | 73.1%+8.1pp | 67.9%+13.4pp |
| Annual return | -15.38% | -13.98%-1.4pp | 16.90%-32.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,886 | $2,867+0.7% | $3,817-24.4% | $4,027-28.3% |
| Admin fee / account holder | $377 | $3,101-87.8% | $3,224-88.3% | $5,403-93.0% |