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 | $125,213 | $87,540+43.0% | $75,781+65.2% | $125,391-0.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.66% | 13.48%-11.8pp | 9.68%-8.0pp | 282.22%-280.6pp |
| Employer contribution / active EE | $182 | $3,930-95.4% | $3,323-94.5% | $4,866-96.3% |
| Participant deferral / active EE | $3,166 | $4,229-25.1% | $3,651-13.3% | $5,352-40.8% |
| Admin fee / account holder | $6,698 | $6,502+3.0% | $5,299+26.4% | $9,540-29.8% |