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 | $73,572 | $99,985-26.4% | $146,665-49.8% | $85,850-14.3% |
| Participation rate | 89.8% | 73.1%+16.7pp | 80.1%+9.7pp | 69.3%+20.5pp |
| Annual return | 11.92% | 18.93%-7.0pp | 22.74%-10.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,069 | $4,006+1.6% | $5,506-26.1% | $3,952+3.0% |
| Admin fee / account holder | $2,036 | $7,702-73.6% | $10,280-80.2% | $6,260-67.5% |