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 | $22,098 | $65,685-66.4% | $57,179-61.4% | $273,961-91.9% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 6.11% | 21.99%-15.9pp | 14.59%-8.5pp | 41.45%-35.3pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,571 | $3,782+20.9% | $3,096+47.6% | $5,287-13.6% |
| Admin fee / account holder | $629 | $4,835-87.0% | $3,139-80.0% | $10,132-93.8% |