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 | $70,872 | $72,012-1.6% | $185,823-61.9% | $79,858-11.3% |
| Participation rate | 78.8% | 65.8%+13.0pp | 78.0%+0.8pp | 69.6%+9.2pp |
| Annual return | 11.78% | 23.12%-11.3pp | 35.95%-24.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $311 | $1,965-84.2% | $4,087-92.4% | $2,471-87.4% |
| Participant deferral / active EE | $2,819 | $3,779-25.4% | $5,632-49.9% | $3,740-24.6% |
| Admin fee / account holder | $4,356 | $4,513-3.5% | $9,500-54.1% | $5,306-17.9% |