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 | $62,253 | $85,766-27.4% | $136,294-54.3% | $70,131-11.2% |
| Participation rate | 82.7% | 74.2%+8.5pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 21.86% | 31.45%-9.6pp | 5155.94%-5134.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,406 | $5,051+7.0% | $6,247-13.5% | $3,332+62.3% |
| Admin fee / account holder | $2,851 | $5,420-47.4% | $9,243-69.2% | $4,645-38.6% |