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 | $42,935 | $98,240-56.3% | $82,313-47.8% | $147,584-70.9% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 13.07% | 30.85%-17.8pp | 25.88%-12.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $515 | $3,192-83.9% | $2,428-78.8% | $4,876-89.4% |
| Participant deferral / active EE | $4,347 | $4,383-0.8% | $3,706+17.3% | $5,439-20.1% |
| Admin fee / account holder | $5,374 | $8,563-37.2% | $5,608-4.2% | $10,885-50.6% |