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 | $45,895 | $76,367-39.9% | $93,606-51.0% | $72,985-37.1% |
| Participation rate | 79.1% | 71.7%+7.3pp | 75.8%+3.2pp | 69.5%+9.6pp |
| Annual return | 21.05% | 25.82%-4.8pp | 32.76%-11.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,789 | $3,538+148.4% | $4,069+116.0% | $3,607+143.7% |
| Admin fee / account holder | $9,580 | $6,838+40.1% | $7,888+21.4% | $5,124+86.9% |