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 | $69,379 | $81,208-14.6% | $98,907-29.9% | $79,858-13.1% |
| Participation rate | 90.5% | 72.5%+18.0pp | 76.0%+14.5pp | 69.6%+20.8pp |
| Annual return | 15.12% | 60.99%-45.9pp | 196.43%-181.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $412 | $1,960-79.0% | $2,689-84.7% | $2,471-83.3% |
| Participant deferral / active EE | $3,445 | $3,265+5.5% | $4,244-18.8% | $3,740-7.9% |
| Admin fee / account holder | $640 | $6,013-89.4% | $6,642-90.4% | $5,306-87.9% |