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 | $43,253 | $87,733-50.7% | $106,548-59.4% | $85,850-49.6% |
| Participation rate | 97.6% | 71.9%+25.7pp | 76.1%+21.5pp | 69.3%+28.3pp |
| Annual return | 15.51% | 21.86%-6.3pp | 26.80%-11.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $368 | $2,073-82.2% | $2,819-86.9% | $2,565-85.6% |
| Participant deferral / active EE | $2,143 | $3,469-38.2% | $4,398-51.3% | $3,952-45.8% |
| Admin fee / account holder | $425 | $6,767-93.7% | $7,407-94.3% | $6,260-93.2% |