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 | $77,790 | $83,477-6.8% | $125,175-37.9% | $72,985+6.6% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.5%+20.5pp |
| Annual return | 26.11% | 25.78%+0.3pp | 43.79%-17.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $269 | $2,345-88.5% | $3,865-93.0% | $2,440-89.0% |
| Participant deferral / active EE | $6,825 | $3,585+90.3% | $4,937+38.2% | $3,607+89.2% |
| Admin fee / account holder | $2,074 | $5,517-62.4% | $9,702-78.6% | $5,124-59.5% |