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 | $107,763 | $71,050+51.7% | $93,606+15.1% | $80,856+33.3% |
| Participation rate | 70.0% | 60.4%+9.6pp | 68.7%+1.3pp | 67.6%+2.4pp |
| Annual return | 18.58% | 11.26%+7.3pp | 133.20%-114.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $98 | $1,564-93.7% | $2,420-96.0% | $2,755-96.4% |
| Participant deferral / active EE | $2,443 | $4,034-39.4% | $4,411-44.6% | $4,296-43.1% |
| Admin fee / account holder | $493 | $6,945-92.9% | $8,285-94.0% | $6,918-92.9% |