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 | $118,897 | $181,894-34.6% | $156,549-24.1% | $273,961-56.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.24% | 30.74%-21.5pp | 32.23%-23.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $809 | $6,248-87.1% | $5,501-85.3% | $4,869-83.4% |
| Participant deferral / active EE | $4,240 | $5,550-23.6% | $4,871-12.9% | $5,287-19.8% |
| Admin fee / account holder | $3,350 | $15,559-78.5% | $13,027-74.3% | $10,132-66.9% |