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 | $47,807 | $89,355-46.5% | $141,162-66.1% | $72,985-34.5% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 21.80% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $15 | $3,114-99.5% | $4,735-99.7% | $2,440-99.4% |
| Participant deferral / active EE | $5,619 | $5,418+3.7% | $6,709-16.2% | $3,607+55.8% |
| Admin fee / account holder | $1,773 | $5,958-70.2% | $10,261-82.7% | $5,124-65.4% |