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 | $46,344 | $109,413-57.6% | $156,263-70.3% | $84,808-45.4% |
| Participation rate | 78.4% | 72.7%+5.7pp | 78.9%-0.5pp | 68.3%+10.1pp |
| Annual return | 12.50% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $216 | $2,907-92.6% | $4,333-95.0% | $2,631-91.8% |
| Participant deferral / active EE | $3,561 | $4,590-22.4% | $6,158-42.2% | $4,212-15.4% |
| Admin fee / account holder | $445 | $9,357-95.2% | $14,255-96.9% | $7,344-93.9% |