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 | $32,121 | $65,365-50.9% | $92,893-65.4% | $72,985-56.0% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.3pp |
| Annual return | 26.53% | 42.10%-15.6pp | 109.41%-82.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $481 | $2,594-81.5% | $3,653-86.8% | $2,440-80.3% |
| Participant deferral / active EE | $1,352 | $3,128-56.8% | $4,236-68.1% | $3,607-62.5% |
| Admin fee / account holder | $3,535 | $4,251-16.8% | $5,794-39.0% | $5,124-31.0% |