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 | $76,828 | $123,793-37.9% | $177,821-56.8% | $79,858-3.8% |
| Participation rate | 81.4% | 84.7%-3.3pp | 87.7%-6.3pp | 69.6%+11.8pp |
| Annual return | 18.65% | 22.82%-4.2pp | 48.32%-29.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $958 | $4,095-76.6% | $5,918-83.8% | $2,471-61.2% |
| Participant deferral / active EE | $5,436 | $5,956-8.7% | $7,714-29.5% | $3,740+45.4% |
| Admin fee / account holder | $542 | $7,243-92.5% | $12,427-95.6% | $5,306-89.8% |