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 | $43,258 | $78,422-44.8% | $95,952-54.9% | $79,858-45.8% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 20.22% | 19.37%+0.9pp | 91.61%-71.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $383 | $1,945-80.3% | $2,541-84.9% | $2,471-84.5% |
| Participant deferral / active EE | $3,188 | $3,440-7.3% | $4,167-23.5% | $3,740-14.8% |
| Admin fee / account holder | $835 | $5,622-85.1% | $6,795-87.7% | $5,306-84.3% |