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 | $92,952 | $123,793-24.9% | $177,821-47.7% | $79,858+16.4% |
| Participation rate | 77.1% | 84.7%-7.5pp | 87.7%-10.6pp | 69.6%+7.5pp |
| Annual return | 16.45% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $960 | $4,095-76.6% | $5,918-83.8% | $2,471-61.2% |
| Participant deferral / active EE | $3,472 | $5,956-41.7% | $7,714-55.0% | $3,740-7.2% |
| Admin fee / account holder | $2,576 | $7,243-64.4% | $12,427-79.3% | $5,306-51.5% |