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 7-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 | $68,064 | $80,673-15.6% | $101,326-32.8% | $84,808-19.7% |
| Participation rate | 85.3% | 77.8%+7.6pp | 81.5%+3.8pp | 68.3%+17.0pp |
| Annual return | 22.78% | 38.95%-16.2pp | 36.82%-14.0pp | 40.90%-18.1pp |
| Employer contribution / active EE | -$179 | $2,698-106.6% | $3,665-104.9% | $2,631-106.8% |
| Participant deferral / active EE | $13,489 | $6,840+97.2% | $7,994+68.7% | $4,212+220.3% |
| Admin fee / account holder | $8,268 | $12,784-35.3% | $11,185-26.1% | $7,344+12.6% |