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 | $40,946 | $99,918-59.0% | $81,382-49.7% | $145,922-71.9% |
| Participation rate | 78.9% | 74.2%+4.8pp | 69.5%+9.5pp | 80.3%-1.3pp |
| Annual return | 14.24% | 34.32%-20.1pp | 24.73%-10.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $147 | $2,978-95.1% | $2,463-94.0% | $4,660-96.8% |
| Participant deferral / active EE | $1,333 | $4,605-71.0% | $3,883-65.7% | $6,688-80.1% |
| Admin fee / account holder | $12,603 | $8,212+53.5% | $5,768+118.5% | $13,397-5.9% |