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 7-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 | $54,125 | $86,929-37.7% | $102,423-47.2% | $80,856-33.1% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.6%+8.4pp |
| Annual return | 12.86% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $534 | $2,369-77.5% | $3,023-82.3% | $2,755-80.6% |
| Participant deferral / active EE | $2,377 | $4,118-42.3% | $5,053-53.0% | $4,296-44.7% |
| Admin fee / account holder | $866 | $8,049-89.2% | $9,451-90.8% | $6,918-87.5% |