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 | $49,442 | $68,719-28.1% | $91,541-46.0% | $84,808-41.7% |
| Participation rate | 73.2% | 64.5%+8.7pp | 69.8%+3.4pp | 68.3%+4.9pp |
| Annual return | 15.17% | 19.12%-4.0pp | 20.50%-5.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $320 | $1,920-83.3% | $2,505-87.2% | $2,631-87.8% |
| Participant deferral / active EE | $2,304 | $3,136-26.5% | $4,008-42.5% | $4,212-45.3% |
| Admin fee / account holder | $2,003 | $5,786-65.4% | $6,956-71.2% | $7,344-72.7% |