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 | $102,930 | $74,927+37.4% | $101,794+1.1% | $84,808+21.4% |
| Participation rate | 87.1% | 61.4%+25.7pp | 69.2%+17.9pp | 68.3%+18.8pp |
| Annual return | 14.91% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,535 | $3,099+143.1% | $4,084+84.5% | $4,212+78.9% |
| Admin fee / account holder | $1,272 | $6,514-80.5% | $8,777-85.5% | $7,344-82.7% |