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 | $82,477 | $179,726-54.1% | $156,263-47.2% | $142,382-42.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 12.12% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $622 | $5,069-87.7% | $4,333-85.6% | $4,299-85.5% |
| Participant deferral / active EE | $9,298 | $6,956+33.7% | $6,158+51.0% | $6,507+42.9% |
| Admin fee / account holder | $5,115 | $17,272-70.4% | $14,255-64.1% | $12,624-59.5% |