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 | $48,174 | $76,367-36.9% | $93,606-48.5% | $72,985-34.0% |
| Participation rate | 85.3% | 71.7%+13.5pp | 75.8%+9.5pp | 69.5%+15.8pp |
| Annual return | 31.76% | 25.82%+5.9pp | 32.76%-1.0pp | 81.00%-49.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,379 | $3,538+52.0% | $4,069+32.2% | $3,607+49.1% |
| Admin fee / account holder | $2,011 | $6,838-70.6% | $7,888-74.5% | $5,124-60.8% |