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 | $34,297 | $59,839-42.7% | $81,983-58.2% | $79,858-57.1% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.2%+15.1pp | 69.6%+14.7pp |
| Annual return | 13.69% | 17.56%-3.9pp | 41.31%-27.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $241 | $1,713-85.9% | $2,498-90.3% | $2,471-90.2% |
| Participant deferral / active EE | $1,294 | $2,695-52.0% | $3,722-65.2% | $3,740-65.4% |
| Admin fee / account holder | $5,724 | $4,287+33.5% | $5,664+1.1% | $5,306+7.9% |