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 | $31,439 | $72,492-56.6% | $87,100-63.9% | $72,985-56.9% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.5pp |
| Annual return | 24.47% | 24.46%0pp | 28.19%-3.7pp | 81.00%-56.5pp |
| Employer contribution / active EE | $182 | $1,894-90.4% | $2,521-92.8% | $2,440-92.5% |
| Participant deferral / active EE | $1,824 | $3,270-44.2% | $4,049-55.0% | $3,607-49.4% |
| Admin fee / account holder | $1,180 | $5,055-76.7% | $7,497-84.3% | $5,124-77.0% |