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 | $77,017 | $94,625-18.6% | $116,228-33.7% | $84,808-9.2% |
| Participation rate | 81.6% | 70.4%+11.1pp | 74.6%+7.0pp | 68.3%+13.3pp |
| Annual return | 14.81% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $498 | $2,347-78.8% | $2,994-83.4% | $2,631-81.1% |
| Participant deferral / active EE | $4,174 | $3,972+5.1% | $4,953-15.7% | $4,212-0.9% |
| Admin fee / account holder | $3,646 | $10,091-63.9% | $11,989-69.6% | $7,344-50.4% |