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 | $35,614 | $69,977-49.1% | $108,579-67.2% | $62,891-43.4% |
| Participation rate | 72.2% | 72.9%-0.7pp | 79.6%-7.3pp | 69.3%+2.9pp |
| Annual return | 8.17% | 10.73%-2.6pp | -51.70%+59.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $371 | $2,135-82.6% | $3,758-90.1% | $2,281-83.7% |
| Participant deferral / active EE | $2,030 | $3,165-35.9% | $4,311-52.9% | $3,203-36.6% |
| Admin fee / account holder | $715 | $5,076-85.9% | $7,645-90.6% | $4,296-83.3% |