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 | $34,283 | $116,175-70.5% | $93,606-63.4% | $152,861-77.6% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 17.85% | 35.96%-18.1pp | 32.76%-14.9pp | 345.32%-327.5pp |
| Employer contribution / active EE | $403 | $3,218-87.5% | $2,718-85.2% | $4,762-91.5% |
| Participant deferral / active EE | $1,523 | $4,603-66.9% | $4,069-62.6% | $5,850-74.0% |
| Admin fee / account holder | $534 | $10,748-95.0% | $7,888-93.2% | $11,596-95.4% |