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 | $68,022 | $105,859-35.7% | $90,160-24.6% | $147,584-53.9% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 13.78% | 37.63%-23.8pp | 34.88%-21.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $429 | $4,126-89.6% | $3,318-87.1% | $4,876-91.2% |
| Participant deferral / active EE | $3,895 | $5,733-32.1% | $5,288-26.3% | $5,439-28.4% |
| Admin fee / account holder | $7,226 | $8,046-10.2% | $5,943+21.6% | $10,885-33.6% |