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 | $163,398 | $127,777+27.9% | $106,548+53.4% | $167,490-2.4% |
| Participation rate | 81.3% | 78.3%+3.0pp | 76.1%+5.1pp | 82.1%-0.9pp |
| Annual return | 16.24% | 33.87%-17.6pp | 26.80%-10.6pp | 478.56%-462.3pp |
| Employer contribution / active EE | $341 | $3,427-90.0% | $2,819-87.9% | $4,837-93.0% |
| Participant deferral / active EE | $2,393 | $5,087-53.0% | $4,398-45.6% | $6,341-62.3% |
| Admin fee / account holder | $11,602 | $11,228+3.3% | $7,407+56.6% | $12,309-5.7% |