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 | $33,300 | $117,841-71.7% | $102,423-67.5% | $145,922-77.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 13.45% | 31.65%-18.2pp | 29.32%-15.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $416 | $3,615-88.5% | $3,023-86.2% | $4,660-91.1% |
| Participant deferral / active EE | $4,445 | $5,731-22.4% | $5,053-12.0% | $6,688-33.5% |
| Admin fee / account holder | $2,691 | $13,326-79.8% | $9,451-71.5% | $13,397-79.9% |