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 | $30,799 | $157,256-80.4% | $141,162-78.2% | $152,861-79.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 15.62% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $492 | $5,261-90.6% | $4,735-89.6% | $4,762-89.7% |
| Participant deferral / active EE | $2,442 | $7,109-65.7% | $6,709-63.6% | $5,850-58.3% |
| Admin fee / account holder | $2,282 | $12,120-81.2% | $10,261-77.8% | $11,596-80.3% |