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 | $74,639 | $78,422-4.8% | $95,952-22.2% | $79,858-6.5% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | 20.12% | 19.37%+0.7pp | 91.61%-71.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $307 | $1,945-84.2% | $2,541-87.9% | $2,471-87.6% |
| Participant deferral / active EE | $2,788 | $3,440-18.9% | $4,167-33.1% | $3,740-25.4% |
| Admin fee / account holder | $2,711 | $5,622-51.8% | $6,795-60.1% | $5,306-48.9% |