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 | $139,169 | $67,411+106.4% | $91,001+52.9% | $70,131+98.4% |
| Participation rate | 76.0% | 71.4%+4.6pp | 75.6%+0.4pp | 69.5%+6.5pp |
| Annual return | 13.56% | -40.16%+53.7pp | 4.60%+9.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,996 | $2,823+77.0% | $3,547+40.8% | $3,332+49.9% |
| Admin fee / account holder | $2,334 | $4,236-44.9% | $5,417-56.9% | $4,645-49.8% |