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 | $38,478 | $83,477-53.9% | $125,175-69.3% | $72,985-47.3% |
| Participation rate | 80.4% | 73.3%+7.1pp | 79.8%+0.6pp | 69.5%+10.9pp |
| Annual return | 18.48% | 25.78%-7.3pp | 43.79%-25.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $339 | $2,345-85.5% | $3,865-91.2% | $2,440-86.1% |
| Participant deferral / active EE | $3,421 | $3,585-4.6% | $4,937-30.7% | $3,607-5.2% |
| Admin fee / account holder | $350 | $5,517-93.7% | $9,702-96.4% | $5,124-93.2% |