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 | $80,253 | $109,881-27.0% | $150,045-46.5% | $84,808-5.4% |
| Participation rate | 82.5% | 76.1%+6.4pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 18.46% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $641 | $3,561-82.0% | $4,693-86.4% | $2,631-75.7% |
| Participant deferral / active EE | $7,601 | $6,636+14.5% | $7,997-5.0% | $4,212+80.5% |
| Admin fee / account holder | $6,808 | $8,568-20.5% | $13,435-49.3% | $7,344-7.3% |