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 | $34,796 | $85,022-59.1% | $70,515-50.7% | $139,434-75.0% |
| Participation rate | 73.9% | 73.9%0pp | 68.3%+5.6pp | 80.3%-6.4pp |
| Annual return | 12.49% | 30.38%-17.9pp | 32.77%-20.3pp | 372.94%-360.4pp |
| Employer contribution / active EE | $476 | $3,909-87.8% | $2,973-84.0% | $4,751-90.0% |
| Participant deferral / active EE | $3,346 | $5,890-43.2% | $4,567-26.7% | $6,710-50.1% |
| Admin fee / account holder | $6,977 | $8,906-21.7% | $6,412+8.8% | $11,403-38.8% |