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 | $74,929 | $87,841-14.7% | $133,980-44.1% | $62,891+19.1% |
| Participation rate | 95.7% | 83.4%+12.3pp | 87.1%+8.6pp | 69.3%+26.3pp |
| Annual return | 8.67% | 12.05%-3.4pp | 29.30%-20.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $373 | $3,483-89.3% | $5,211-92.8% | $2,281-83.7% |
| Participant deferral / active EE | $4,846 | $4,812+0.7% | $6,282-22.9% | $3,203+51.3% |
| Admin fee / account holder | $2,513 | $5,371-53.2% | $9,324-73.0% | $4,296-41.5% |