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 | $59,882 | $153,772-61.1% | $133,980-55.3% | $273,961-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.56% | 36.51%-30.0pp | 29.30%-22.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $964 | $6,029-84.0% | $5,211-81.5% | $4,869-80.2% |
| Participant deferral / active EE | $4,539 | $6,958-34.8% | $6,282-27.7% | $5,287-14.1% |
| Admin fee / account holder | $2,212 | $11,765-81.2% | $9,324-76.3% | $10,132-78.2% |