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 | $44,017 | $86,929-49.4% | $102,423-57.0% | $80,856-45.6% |
| Participation rate | 93.6% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+26.0pp |
| Annual return | 12.75% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $569 | $2,369-76.0% | $3,023-81.2% | $2,755-79.3% |
| Participant deferral / active EE | $3,278 | $4,118-20.4% | $5,053-35.1% | $4,296-23.7% |
| Admin fee / account holder | $1,792 | $8,049-77.7% | $9,451-81.0% | $6,918-74.1% |