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 | $24,071 | $89,355-73.1% | $141,162-82.9% | $72,985-67.0% |
| Participation rate | 85.1% | 75.1%+10.0pp | 82.5%+2.6pp | 69.5%+15.6pp |
| Annual return | 26.29% | 111.85%-85.6pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $467 | $3,114-85.0% | $4,735-90.1% | $2,440-80.9% |
| Participant deferral / active EE | $4,715 | $5,418-13.0% | $6,709-29.7% | $3,607+30.7% |
| Admin fee / account holder | $1,638 | $5,958-72.5% | $10,261-84.0% | $5,124-68.0% |