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 | $108,310 | $176,812-38.7% | $146,665-26.2% | $167,490-35.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 11.13% | 24.03%-12.9pp | 22.74%-11.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $710 | $5,160-86.2% | $4,136-82.8% | $4,837-85.3% |
| Participant deferral / active EE | $3,600 | $6,440-44.1% | $5,506-34.6% | $6,341-43.2% |
| Admin fee / account holder | $8,677 | $13,259-34.6% | $10,280-15.6% | $12,309-29.5% |