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 | $204,046 | $127,065+60.6% | $113,168+80.3% | $142,382+43.3% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 18.89% | 24.03%-5.1pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $770 | $3,442-77.6% | $2,975-74.1% | $4,299-82.1% |
| Participant deferral / active EE | $3,900 | $5,716-31.8% | $5,107-23.6% | $6,507-40.1% |
| Admin fee / account holder | $819 | $15,736-94.8% | $12,068-93.2% | $12,624-93.5% |