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 | $60,054 | $80,968-25.8% | $96,544-37.8% | $75,163-20.1% |
| Participation rate | 91.1% | 71.8%+19.3pp | 76.0%+15.1pp | 67.2%+23.9pp |
| Annual return | 20.34% | 27.06%-6.7pp | 25.84%-5.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $552 | $2,282-75.8% | $2,965-81.4% | $2,670-79.3% |
| Participant deferral / active EE | $4,936 | $3,928+25.7% | $4,851+1.8% | $4,125+19.7% |
| Admin fee / account holder | $3,185 | $6,724-52.6% | $8,252-61.4% | $5,651-43.6% |