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 | $53,243 | $58,512-9.0% | $84,015-36.6% | $72,985-27.0% |
| Participation rate | 94.6% | 61.2%+33.4pp | 69.0%+25.6pp | 69.5%+25.1pp |
| Annual return | 21.80% | 28.93%-7.1pp | 71.31%-49.5pp | 81.00%-59.2pp |
| Employer contribution / active EE | $135 | $1,163-88.4% | $1,983-93.2% | $2,440-94.5% |
| Participant deferral / active EE | $3,331 | $2,394+39.2% | $3,239+2.9% | $3,607-7.7% |
| Admin fee / account holder | $4,238 | $4,569-7.2% | $6,101-30.5% | $5,124-17.3% |