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 | $72,565 | $78,422-7.5% | $95,952-24.4% | $79,858-9.1% |
| Participation rate | 74.3% | 73.5%+0.8pp | 77.1%-2.8pp | 69.6%+4.7pp |
| Annual return | 14.52% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $372 | $1,945-80.9% | $2,541-85.4% | $2,471-85.0% |
| Participant deferral / active EE | $3,074 | $3,440-10.6% | $4,167-26.2% | $3,740-17.8% |
| Admin fee / account holder | $1,622 | $5,622-71.1% | $6,795-76.1% | $5,306-69.4% |