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 | $76,451 | $104,251-26.7% | $91,001-16.0% | $147,584-48.2% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 14.03% | 27.06%-13.0pp | 4.60%+9.4pp | 578.55%-564.5pp |
| Employer contribution / active EE | $435 | $3,116-86.1% | $2,456-82.3% | $4,876-91.1% |
| Participant deferral / active EE | $1,935 | $4,195-53.9% | $3,547-45.4% | $5,439-64.4% |
| Admin fee / account holder | $3,359 | $8,948-62.5% | $5,417-38.0% | $10,885-69.1% |