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 | $57,868 | $80,968-28.5% | $96,544-40.1% | $75,163-23.0% |
| Participation rate | 80.8% | 71.8%+9.0pp | 76.0%+4.8pp | 67.2%+13.6pp |
| Annual return | 34.83% | 27.06%+7.8pp | 25.84%+9.0pp | 160.62%-125.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,979 | $3,928+230.4% | $4,851+167.6% | $4,125+214.6% |
| Admin fee / account holder | $1,141 | $6,724-83.0% | $8,252-86.2% | $5,651-79.8% |