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 | $100,728 | $148,978-32.4% | $200,582-49.8% | $84,808+18.8% |
| Participation rate | 87.9% | 84.2%+3.6pp | 86.9%+1.0pp | 68.3%+19.6pp |
| Annual return | 21.54% | 28.16%-6.6pp | 42.33%-20.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $911 | $4,815-81.1% | $6,419-85.8% | $2,631-65.4% |
| Participant deferral / active EE | $4,374 | $7,142-38.8% | $9,331-53.1% | $4,212+3.9% |
| Admin fee / account holder | $4,510 | $13,977-67.7% | $16,305-72.3% | $7,344-38.6% |