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 | $80,420 | $127,777-37.1% | $106,548-24.5% | $167,490-52.0% |
| Participation rate | 78.9% | 78.3%+0.7pp | 76.1%+2.8pp | 82.1%-3.2pp |
| Annual return | 13.74% | 33.87%-20.1pp | 26.80%-13.1pp | 478.56%-464.8pp |
| Employer contribution / active EE | $124 | $3,427-96.4% | $2,819-95.6% | $4,837-97.4% |
| Participant deferral / active EE | $2,824 | $5,087-44.5% | $4,398-35.8% | $6,341-55.5% |
| Admin fee / account holder | $2,390 | $11,228-78.7% | $7,407-67.7% | $12,309-80.6% |