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 | $57,673 | $78,422-26.5% | $95,952-39.9% | $79,858-27.8% |
| Participation rate | 80.5% | 73.5%+7.0pp | 77.1%+3.4pp | 69.6%+10.9pp |
| Annual return | 23.92% | 19.37%+4.6pp | 91.61%-67.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $231 | $1,945-88.1% | $2,541-90.9% | $2,471-90.6% |
| Participant deferral / active EE | $6,208 | $3,440+80.5% | $4,167+49.0% | $3,740+66.0% |
| Admin fee / account holder | $715 | $5,622-87.3% | $6,795-89.5% | $5,306-86.5% |