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 | $41,642 | $59,101-29.5% | $77,163-46.0% | $75,163-44.6% |
| Participation rate | 74.4% | 63.9%+10.6pp | 69.6%+4.8pp | 67.2%+7.2pp |
| Annual return | 18.76% | 26.71%-7.9pp | 37.87%-19.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $83 | $1,995-95.9% | $2,535-96.7% | $2,670-96.9% |
| Participant deferral / active EE | $1,737 | $2,999-42.1% | $3,833-54.7% | $4,125-57.9% |
| Admin fee / account holder | $1,777 | $4,774-62.8% | $5,472-67.5% | $5,651-68.6% |