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 | $70,030 | $67,606+3.6% | $82,313-14.9% | $70,131-0.1% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 15.93% | 21.57%-5.6pp | 25.88%-9.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $135 | $1,755-92.3% | $2,428-94.4% | $2,342-94.2% |
| Participant deferral / active EE | $1,576 | $2,987-47.2% | $3,706-57.5% | $3,332-52.7% |
| Admin fee / account holder | $2,717 | $4,512-39.8% | $5,608-51.5% | $4,645-41.5% |