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 | $84,997 | $78,705+8.0% | $117,854-27.9% | $70,131+21.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 21.89% | 23.30%-1.4pp | 335.08%-313.2pp | 73.14%-51.3pp |
| Employer contribution / active EE | $497 | $2,223-77.7% | $3,786-86.9% | $2,342-78.8% |
| Participant deferral / active EE | $4,288 | $3,297+30.1% | $4,482-4.3% | $3,332+28.7% |
| Admin fee / account holder | $840 | $5,065-83.4% | $8,020-89.5% | $4,645-81.9% |