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 | $77,865 | $127,065-38.7% | $113,168-31.2% | $142,382-45.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.32% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.8pp |
| Employer contribution / active EE | $617 | $3,442-82.1% | $2,975-79.3% | $4,299-85.6% |
| Participant deferral / active EE | $3,452 | $5,716-39.6% | $5,107-32.4% | $6,507-46.9% |
| Admin fee / account holder | $4,933 | $15,736-68.6% | $12,068-59.1% | $12,624-60.9% |