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 | $68,411 | $115,770-40.9% | $101,248-32.4% | $158,922-57.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 11.05% | 56.14%-45.1pp | 46.47%-35.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $581 | $4,175-86.1% | $3,660-84.1% | $4,761-87.8% |
| Participant deferral / active EE | $2,324 | $4,957-53.1% | $4,370-46.8% | $5,982-61.1% |
| Admin fee / account holder | $1,070 | $7,245-85.2% | $5,945-82.0% | $11,246-90.5% |