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 | $89,305 | $95,803-6.8% | $113,168-21.1% | $84,808+5.3% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 15.19% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,597 | $4,242+8.4% | $5,107-10.0% | $4,212+9.1% |
| Admin fee / account holder | $5,354 | $8,989-40.4% | $12,068-55.6% | $7,344-27.1% |