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 | $42,864 | $65,365-34.4% | $92,893-53.9% | $72,985-41.3% |
| Participation rate | 82.0% | 68.3%+13.7pp | 76.0%+6.0pp | 69.5%+12.5pp |
| Annual return | 22.48% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $541 | $2,594-79.2% | $3,653-85.2% | $2,440-77.8% |
| Participant deferral / active EE | $2,187 | $3,128-30.1% | $4,236-48.4% | $3,607-39.4% |
| Admin fee / account holder | $350 | $4,251-91.8% | $5,794-94.0% | $5,124-93.2% |