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 | $98,834 | $153,772-35.7% | $133,980-26.2% | $273,961-63.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 3.62% | 36.51%-32.9pp | 29.30%-25.7pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,268 | $6,029-79.0% | $5,211-75.7% | $4,869-74.0% |
| Participant deferral / active EE | $5,206 | $6,958-25.2% | $6,282-17.1% | $5,287-1.5% |
| Admin fee / account holder | $5,479 | $11,765-53.4% | $9,324-41.2% | $10,132-45.9% |