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 | $56,230 | $162,781-65.5% | $133,956-58.0% | $158,922-64.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 27.27% | 41.94%-14.7pp | 45.09%-17.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $705 | $4,975-85.8% | $3,919-82.0% | $4,761-85.2% |
| Participant deferral / active EE | $1,876 | $5,911-68.3% | $5,048-62.8% | $5,982-68.6% |
| Admin fee / account holder | $1,489 | $11,736-87.3% | $8,927-83.3% | $11,246-86.8% |