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 | $201,407 | $95,803+110.2% | $113,168+78.0% | $84,808+137.5% |
| Participation rate | 73.5% | 72.9%+0.7pp | 76.6%-3.0pp | 68.3%+5.2pp |
| Annual return | 15.78% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,420 | $4,242+4.2% | $5,107-13.4% | $4,212+5.0% |
| Admin fee / account holder | $2,847 | $8,989-68.3% | $12,068-76.4% | $7,344-61.2% |