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 | $60,599 | $101,724-40.4% | $164,813-63.2% | $80,856-25.1% |
| Participation rate | 80.2% | 71.8%+8.4pp | 78.6%+1.6pp | 67.6%+12.6pp |
| Annual return | 14.93% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $465 | $2,953-84.2% | $4,341-89.3% | $2,755-83.1% |
| Participant deferral / active EE | $4,092 | $4,477-8.6% | $6,031-32.1% | $4,296-4.7% |
| Admin fee / account holder | $2,370 | $8,227-71.2% | $12,690-81.3% | $6,918-65.7% |