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 | $71,023 | $65,041+9.2% | $90,951-21.9% | $79,858-11.1% |
| Participation rate | 80.6% | 61.6%+18.9pp | 69.0%+11.5pp | 69.6%+10.9pp |
| Annual return | 10.83% | 30.45%-19.6pp | 134.60%-123.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,893 | $2,512-24.6% | $3,373-43.9% | $3,740-49.4% |
| Admin fee / account holder | $767 | $4,536-83.1% | $5,959-87.1% | $5,306-85.6% |