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 | $43,412 | $81,460-46.7% | $103,333-58.0% | $80,856-46.3% |
| Participation rate | 72.4% | 66.8%+5.6pp | 74.5%-2.1pp | 67.6%+4.8pp |
| Annual return | 13.76% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $374 | $3,105-88.0% | $3,868-90.3% | $2,755-86.4% |
| Participant deferral / active EE | $2,081 | $3,869-46.2% | $5,057-58.9% | $4,296-51.6% |
| Admin fee / account holder | $3,084 | $6,566-53.0% | $8,355-63.1% | $6,918-55.4% |