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 | $66,000 | $91,552-27.9% | $133,956-50.7% | $79,858-17.4% |
| Participation rate | 90.2% | 73.3%+16.8pp | 79.8%+10.4pp | 69.6%+20.6pp |
| Annual return | 21.64% | 61.85%-40.2pp | 45.09%-23.4pp | 31.71%-10.1pp |
| Employer contribution / active EE | $500 | $2,384-79.0% | $3,919-87.2% | $2,471-79.8% |
| Participant deferral / active EE | $3,961 | $3,733+6.1% | $5,048-21.5% | $3,740+5.9% |
| Admin fee / account holder | $4,374 | $6,321-30.8% | $8,927-51.0% | $5,306-17.6% |