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 | $70,875 | $72,492-2.2% | $87,100-18.6% | $72,985-2.9% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 25.15% | 24.46%+0.7pp | 28.19%-3.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,472 | $3,270+6.2% | $4,049-14.2% | $3,607-3.7% |
| Admin fee / account holder | $4,700 | $5,055-7.0% | $7,497-37.3% | $5,124-8.3% |