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 | $83,374 | $86,929-4.1% | $102,423-18.6% | $80,856+3.1% |
| Participation rate | 80.4% | 72.4%+8.1pp | 76.5%+3.9pp | 67.6%+12.8pp |
| Annual return | 10.83% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $694 | $2,369-70.7% | $3,023-77.1% | $2,755-74.8% |
| Participant deferral / active EE | $2,702 | $4,118-34.4% | $5,053-46.5% | $4,296-37.1% |
| Admin fee / account holder | $3,121 | $8,049-61.2% | $9,451-67.0% | $6,918-54.9% |