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 | $139,210 | $109,413+27.2% | $156,263-10.9% | $84,808+64.1% |
| Participation rate | 96.3% | 72.7%+23.6pp | 78.9%+17.4pp | 68.3%+28.0pp |
| Annual return | 18.83% | 20.18%-1.4pp | 59.47%-40.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $683 | $2,907-76.5% | $4,333-84.2% | $2,631-74.0% |
| Participant deferral / active EE | $5,680 | $4,590+23.7% | $6,158-7.8% | $4,212+34.9% |
| Admin fee / account holder | $5,242 | $9,357-44.0% | $14,255-63.2% | $7,344-28.6% |