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 | $48,979 | $98,240-50.1% | $82,313-40.5% | $147,584-66.8% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 28.86% | 30.85%-2.0pp | 25.88%+3.0pp | 578.55%-549.7pp |
| Employer contribution / active EE | $452 | $3,192-85.8% | $2,428-81.4% | $4,876-90.7% |
| Participant deferral / active EE | $2,450 | $4,383-44.1% | $3,706-33.9% | $5,439-54.9% |
| Admin fee / account holder | $3,125 | $8,563-63.5% | $5,608-44.3% | $10,885-71.3% |