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 | $26,233 | $51,175-48.7% | $70,515-62.8% | $75,163-65.1% |
| Participation rate | 81.1% | 60.9%+20.1pp | 68.3%+12.7pp | 67.2%+13.9pp |
| Annual return | 14.89% | 30.02%-15.1pp | 32.77%-17.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $116 | $1,826-93.6% | $2,973-96.1% | $2,670-95.7% |
| Participant deferral / active EE | $2,127 | $2,849-25.4% | $4,567-53.4% | $4,125-48.4% |
| Admin fee / account holder | $815 | $4,091-80.1% | $6,412-87.3% | $5,651-85.6% |