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 | $28,170 | $70,669-60.1% | $169,368-83.4% | $75,163-62.5% |
| Participation rate | 74.1% | 64.8%+9.3pp | 77.1%-3.1pp | 67.2%+6.9pp |
| Annual return | 19.88% | 36.36%-16.5pp | 405.60%-385.7pp | 160.62%-140.7pp |
| Employer contribution / active EE | $442 | $2,211-80.0% | $4,013-89.0% | $2,670-83.5% |
| Participant deferral / active EE | $3,654 | $4,311-15.2% | $6,221-41.3% | $4,125-11.4% |
| Admin fee / account holder | $1,775 | $5,402-67.1% | $9,003-80.3% | $5,651-68.6% |