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 | $65,903 | $99,341-33.7% | $84,750-22.2% | $273,961-75.9% |
| Participation rate | 86.4% | 80.7%+5.7pp | 76.6%+9.8pp | 83.0%+3.3pp |
| Annual return | 11.94% | 22.93%-11.0pp | 22.78%-10.8pp | 41.45%-29.5pp |
| Employer contribution / active EE | $455 | $4,214-89.2% | $3,574-87.3% | $4,869-90.7% |
| Participant deferral / active EE | $1,927 | $4,269-54.9% | $3,712-48.1% | $5,287-63.6% |
| Admin fee / account holder | $6,966 | $6,644+4.8% | $5,332+30.6% | $10,132-31.2% |