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 | $43,198 | $80,717-46.5% | $154,803-72.1% | $84,808-49.1% |
| Participation rate | 70.2% | 66.8%+3.4pp | 78.1%-7.8pp | 68.3%+1.9pp |
| Annual return | 13.87% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,696 | $3,303-18.4% | $5,540-51.3% | $4,212-36.0% |
| Admin fee / account holder | $1,573 | $6,746-76.7% | $14,329-89.0% | $7,344-78.6% |