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 | $35,127 | $73,933-52.5% | $96,683-63.7% | $75,163-53.3% |
| Participation rate | 80.3% | 66.4%+13.9pp | 74.3%+6.0pp | 67.2%+13.1pp |
| Annual return | 19.05% | 26.70%-7.7pp | 35.69%-16.6pp | 160.62%-141.6pp |
| Employer contribution / active EE | $323 | $2,928-89.0% | $3,737-91.4% | $2,670-87.9% |
| Participant deferral / active EE | $2,422 | $3,659-33.8% | $4,878-50.4% | $4,125-41.3% |
| Admin fee / account holder | $538 | $5,216-89.7% | $6,730-92.0% | $5,651-90.5% |