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 | $25,496 | $72,177-64.7% | $115,037-77.8% | $59,632-57.2% |
| Participation rate | 77.3% | 72.6%+4.7pp | 81.4%-4.1pp | 68.7%+8.6pp |
| Annual return | 3.18% | 12.02%-8.8pp | 26.14%-23.0pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $338 | $2,841-88.1% | $4,608-92.7% | $2,203-84.6% |
| Participant deferral / active EE | $2,910 | $4,783-39.1% | $6,026-51.7% | $3,192-8.8% |
| Admin fee / account holder | $1,353 | $4,927-72.5% | $8,175-83.5% | $4,297-68.5% |