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 | $57,863 | $165,984-65.1% | $164,813-64.9% | $145,922-60.3% |
| Participation rate | 79.2% | 82.0%-2.8pp | 78.6%+0.6pp | 80.3%-1.1pp |
| Annual return | 12.75% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,091 | $5,273-79.3% | $4,341-74.9% | $4,660-76.6% |
| Participant deferral / active EE | $3,359 | $6,959-51.7% | $6,031-44.3% | $6,688-49.8% |
| Admin fee / account holder | $7,554 | $16,648-54.6% | $12,690-40.5% | $13,397-43.6% |