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 | $33,350 | $93,571-64.4% | $135,903-75.5% | $75,163-55.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 20.44% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $434 | $3,537-87.7% | $4,856-91.1% | $2,670-83.7% |
| Participant deferral / active EE | $4,450 | $6,404-30.5% | $7,758-42.6% | $4,125+7.9% |
| Admin fee / account holder | $1,364 | $6,975-80.4% | $10,762-87.3% | $5,651-75.9% |