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 | $158,925 | $87,013+82.6% | $106,213+49.6% | $80,856+96.6% |
| Participation rate | 74.1% | 70.4%+3.6pp | 75.3%-1.2pp | 67.6%+6.4pp |
| Annual return | 13.48% | 17.05%-3.6pp | 116.14%-102.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $295 | $2,395-87.7% | $3,171-90.7% | $2,755-89.3% |
| Participant deferral / active EE | $2,839 | $3,986-28.8% | $5,016-43.4% | $4,296-33.9% |
| Admin fee / account holder | $3,432 | $8,431-59.3% | $11,033-68.9% | $6,918-50.4% |