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 | $55,542 | $99,918-44.4% | $81,382-31.8% | $145,922-61.9% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.5%+4.4pp | 80.3%-6.4pp |
| Annual return | 14.93% | 34.32%-19.4pp | 24.73%-9.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $219 | $2,978-92.6% | $2,463-91.1% | $4,660-95.3% |
| Participant deferral / active EE | $2,349 | $4,605-49.0% | $3,883-39.5% | $6,688-64.9% |
| Admin fee / account holder | $2,823 | $8,212-65.6% | $5,768-51.1% | $13,397-78.9% |