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 | $66,089 | $109,413-39.6% | $156,263-57.7% | $84,808-22.1% |
| Participation rate | 93.7% | 72.7%+21.0pp | 78.9%+14.8pp | 68.3%+25.4pp |
| Annual return | 13.88% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $352 | $2,907-87.9% | $4,333-91.9% | $2,631-86.6% |
| Participant deferral / active EE | $6,402 | $4,590+39.5% | $6,158+4.0% | $4,212+52.0% |
| Admin fee / account holder | $6,931 | $9,357-25.9% | $14,255-51.4% | $7,344-5.6% |