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 | $64,786 | $95,803-32.4% | $113,168-42.8% | $84,808-23.6% |
| Participation rate | 84.1% | 72.9%+11.3pp | 76.6%+7.6pp | 68.3%+15.8pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $191 | $2,360-91.9% | $2,975-93.6% | $2,631-92.7% |
| Participant deferral / active EE | $5,221 | $4,242+23.1% | $5,107+2.2% | $4,212+24.0% |
| Admin fee / account holder | $4,542 | $8,989-49.5% | $12,068-62.4% | $7,344-38.2% |