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 | $46,983 | $87,733-46.4% | $106,548-55.9% | $85,850-45.3% |
| Participation rate | 72.5% | 71.9%+0.6pp | 76.1%-3.6pp | 69.3%+3.2pp |
| Annual return | 14.54% | 21.86%-7.3pp | 26.80%-12.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | -$273 | $2,073-113.1% | $2,819-109.7% | $2,565-110.6% |
| Participant deferral / active EE | $2,639 | $3,469-23.9% | $4,398-40.0% | $3,952-33.2% |
| Admin fee / account holder | $1,543 | $6,767-77.2% | $7,407-79.2% | $6,260-75.4% |