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 | $40,458 | $84,233-52.0% | $170,442-76.3% | $70,131-42.3% |
| Participation rate | 85.9% | 70.8%+15.1pp | 83.6%+2.3pp | 69.5%+16.4pp |
| Annual return | 15.50% | 23.06%-7.6pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $377 | $3,387-88.9% | $5,433-93.1% | $2,342-83.9% |
| Participant deferral / active EE | $2,119 | $3,086-31.3% | $4,939-57.1% | $3,332-36.4% |
| Admin fee / account holder | $1,048 | $5,698-81.6% | $13,880-92.4% | $4,645-77.4% |