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 | $61,928 | $80,968-23.5% | $96,544-35.9% | $75,163-17.6% |
| Participation rate | 77.6% | 71.8%+5.8pp | 76.0%+1.6pp | 67.2%+10.4pp |
| Annual return | 12.95% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $550 | $2,282-75.9% | $2,965-81.4% | $2,670-79.4% |
| Participant deferral / active EE | $3,667 | $3,928-6.6% | $4,851-24.4% | $4,125-11.1% |
| Admin fee / account holder | $2,555 | $6,724-62.0% | $8,252-69.0% | $5,651-54.8% |