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 | $46,870 | $72,277-35.2% | $101,248-53.7% | $79,858-41.3% |
| Participation rate | 76.8% | 68.5%+8.4pp | 75.8%+1.0pp | 69.6%+7.2pp |
| Annual return | 19.94% | 22.30%-2.4pp | 46.47%-26.5pp | 31.71%-11.8pp |
| Employer contribution / active EE | $575 | $2,692-78.7% | $3,660-84.3% | $2,471-76.7% |
| Participant deferral / active EE | $2,769 | $3,282-15.6% | $4,370-36.6% | $3,740-26.0% |
| Admin fee / account holder | $304 | $4,400-93.1% | $5,945-94.9% | $5,306-94.3% |