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 | $77,350 | $60,349+28.2% | $74,183+4.3% | $62,891+23.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.89% | 21.37%-12.5pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $297 | $1,680-82.3% | $2,370-87.5% | $2,281-87.0% |
| Participant deferral / active EE | $3,022 | $2,856+5.8% | $3,550-14.9% | $3,203-5.6% |
| Admin fee / account holder | $2,675 | $4,261-37.2% | $5,586-52.1% | $4,296-37.7% |