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 5-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 | $47,366 | $138,347-65.8% | $184,203-74.3% | $80,856-41.4% |
| Participation rate | 95.0% | 83.9%+11.1pp | 86.8%+8.2pp | 67.6%+27.4pp |
| Annual return | 12.44% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,460 | $4,850-69.9% | $6,427-77.3% | $2,755-47.0% |
| Participant deferral / active EE | $3,852 | $7,071-45.5% | $9,131-57.8% | $4,296-10.3% |
| Admin fee / account holder | $13,128 | $10,483+25.2% | $13,901-5.6% | $6,918+89.8% |