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 | $39,674 | $61,605-35.6% | $112,229-64.6% | $75,163-47.2% |
| Participation rate | 81.5% | 61.7%+19.8pp | 72.4%+9.1pp | 67.2%+14.3pp |
| Annual return | 13.56% | 28.47%-14.9pp | 30.20%-16.6pp | 160.62%-147.1pp |
| Employer contribution / active EE | $511 | $2,015-74.7% | $3,430-85.1% | $2,670-80.9% |
| Participant deferral / active EE | $1,263 | $3,108-59.4% | $4,798-73.7% | $4,125-69.4% |
| Admin fee / account holder | $901 | $4,862-81.5% | $7,748-88.4% | $5,651-84.1% |