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 | $56,209 | $83,477-32.7% | $125,175-55.1% | $72,985-23.0% |
| Participation rate | 81.5% | 73.3%+8.2pp | 79.8%+1.7pp | 69.5%+12.0pp |
| Annual return | 21.84% | 25.78%-3.9pp | 43.79%-21.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $422 | $2,345-82.0% | $3,865-89.1% | $2,440-82.7% |
| Participant deferral / active EE | $2,136 | $3,585-40.4% | $4,937-56.7% | $3,607-40.8% |
| Admin fee / account holder | $1,960 | $5,517-64.5% | $9,702-79.8% | $5,124-61.8% |