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 | $41,682 | $110,257-62.2% | $96,544-56.8% | $139,434-70.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 9.69% | 26.32%-16.6pp | 25.84%-16.2pp | 372.94%-363.3pp |
| Employer contribution / active EE | $401 | $3,620-88.9% | $2,965-86.5% | $4,751-91.6% |
| Participant deferral / active EE | $4,578 | $5,548-17.5% | $4,851-5.6% | $6,710-31.8% |
| Admin fee / account holder | $673 | $11,591-94.2% | $8,252-91.8% | $11,403-94.1% |