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 | $60,922 | $72,492-16.0% | $87,100-30.1% | $72,985-16.5% |
| Participation rate | 80.9% | 72.8%+8.1pp | 76.9%+4.0pp | 69.5%+11.4pp |
| Annual return | 26.73% | 24.46%+2.3pp | 28.19%-1.5pp | 81.00%-54.3pp |
| Employer contribution / active EE | $350 | $1,894-81.5% | $2,521-86.1% | $2,440-85.7% |
| Participant deferral / active EE | $2,092 | $3,270-36.0% | $4,049-48.3% | $3,607-42.0% |
| Admin fee / account holder | $5,282 | $5,055+4.5% | $7,497-29.5% | $5,124+3.1% |