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 | $56,762 | $109,359-48.1% | $162,163-65.0% | $72,985-22.2% |
| Participation rate | 78.1% | 84.3%-6.1pp | 87.6%-9.4pp | 69.5%+8.6pp |
| Annual return | 25.98% | 25.46%+0.5pp | 115.59%-89.6pp | 81.00%-55.0pp |
| Employer contribution / active EE | $257 | $3,907-93.4% | $5,614-95.4% | $2,440-89.5% |
| Participant deferral / active EE | $4,687 | $5,481-14.5% | $7,298-35.8% | $3,607+29.9% |
| Admin fee / account holder | $11,830 | $7,972+48.4% | $10,843+9.1% | $5,124+130.9% |