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 | $31,648 | $72,277-56.2% | $101,248-68.7% | $79,858-60.4% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 15.23% | 22.30%-7.1pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,846 | $3,282+17.2% | $4,370-12.0% | $3,740+2.8% |
| Admin fee / account holder | $2,271 | $4,400-48.4% | $5,945-61.8% | $5,306-57.2% |