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 | $103,375 | $71,050+45.5% | $93,606+10.4% | $80,856+27.9% |
| Participation rate | 74.1% | 60.4%+13.7pp | 68.7%+5.4pp | 67.6%+6.4pp |
| Annual return | 12.77% | 11.26%+1.5pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,812 | $4,034-30.3% | $4,411-36.3% | $4,296-34.6% |
| Admin fee / account holder | $1,714 | $6,945-75.3% | $8,285-79.3% | $6,918-75.2% |