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 | $43,371 | $81,460-46.8% | $103,333-58.0% | $80,856-46.4% |
| Participation rate | 71.9% | 66.8%+5.1pp | 74.5%-2.6pp | 67.6%+4.3pp |
| Annual return | 14.15% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $329 | $3,105-89.4% | $3,868-91.5% | $2,755-88.1% |
| Participant deferral / active EE | $2,548 | $3,869-34.1% | $5,057-49.6% | $4,296-40.7% |
| Admin fee / account holder | $1,100 | $6,566-83.2% | $8,355-86.8% | $6,918-84.1% |