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 | $26,497 | $63,346-58.2% | $92,233-71.3% | $70,131-62.2% |
| Participation rate | 78.4% | 68.7%+9.7pp | 76.5%+1.9pp | 69.5%+8.8pp |
| Annual return | 13.30% | 530.12%-516.8pp | 176.28%-163.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $354 | $2,471-85.7% | $3,679-90.4% | $2,342-84.9% |
| Participant deferral / active EE | $2,102 | $2,854-26.3% | $3,897-46.1% | $3,332-36.9% |
| Admin fee / account holder | $549 | $3,840-85.7% | $5,194-89.4% | $4,645-88.2% |