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 | $47,147 | $117,841-60.0% | $102,423-54.0% | $145,922-67.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 21.89% | 31.65%-9.8pp | 29.32%-7.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $665 | $3,615-81.6% | $3,023-78.0% | $4,660-85.7% |
| Participant deferral / active EE | $1,779 | $5,731-69.0% | $5,053-64.8% | $6,688-73.4% |
| Admin fee / account holder | $3,364 | $13,326-74.8% | $9,451-64.4% | $13,397-74.9% |