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 | $35,553 | $89,753-60.4% | $107,525-66.9% | $84,808-58.1% |
| Participation rate | 78.4% | 68.1%+10.3pp | 75.1%+3.3pp | 68.3%+10.1pp |
| Annual return | 14.76% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $227 | $3,113-92.7% | $3,754-94.0% | $2,631-91.4% |
| Participant deferral / active EE | $2,713 | $4,056-33.1% | $5,116-47.0% | $4,212-35.6% |
| Admin fee / account holder | $1,281 | $7,222-82.3% | $8,919-85.6% | $7,344-82.6% |