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 | $41,285 | $81,208-49.2% | $98,907-58.3% | $79,858-48.3% |
| Participation rate | 96.4% | 72.5%+23.9pp | 76.0%+20.4pp | 69.6%+26.8pp |
| Annual return | 14.99% | 60.99%-46.0pp | 196.43%-181.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $348 | $1,960-82.3% | $2,689-87.1% | $2,471-85.9% |
| Participant deferral / active EE | $1,867 | $3,265-42.8% | $4,244-56.0% | $3,740-50.1% |
| Admin fee / account holder | $349 | $6,013-94.2% | $6,642-94.7% | $5,306-93.4% |