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 | $37,087 | $76,367-51.4% | $93,606-60.4% | $72,985-49.2% |
| Participation rate | 70.6% | 71.7%-1.2pp | 75.8%-5.2pp | 69.5%+1.1pp |
| Annual return | 24.05% | 25.82%-1.8pp | 32.76%-8.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $400 | $2,275-82.4% | $2,718-85.3% | $2,440-83.6% |
| Participant deferral / active EE | $1,784 | $3,538-49.6% | $4,069-56.2% | $3,607-50.6% |
| Admin fee / account holder | $3,296 | $6,838-51.8% | $7,888-58.2% | $5,124-35.7% |