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 | $36,541 | $45,073-18.9% | $69,455-47.4% | $72,985-49.9% |
| Participation rate | 81.1% | 68.5%+12.6pp | 74.6%+6.5pp | 69.5%+11.6pp |
| Annual return | 16.43% | 22.65%-6.2pp | 28.97%-12.5pp | 81.00%-64.6pp |
| Employer contribution / active EE | $170 | $2,054-91.7% | $2,779-93.9% | $2,440-93.0% |
| Participant deferral / active EE | $1,193 | $2,602-54.1% | $3,535-66.3% | $3,607-66.9% |
| Admin fee / account holder | $2,272 | $3,056-25.6% | $3,839-40.8% | $5,124-55.7% |