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 | $57,794 | $64,480-10.4% | $81,382-29.0% | $80,856-28.5% |
| Participation rate | 84.4% | 63.9%+20.5pp | 69.5%+14.9pp | 67.6%+16.7pp |
| Annual return | 17.02% | 16.34%+0.7pp | 24.73%-7.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $395 | $1,978-80.1% | $2,463-84.0% | $2,755-85.7% |
| Participant deferral / active EE | $3,209 | $3,094+3.7% | $3,883-17.4% | $4,296-25.3% |
| Admin fee / account holder | $18,858 | $5,671+232.5% | $5,768+226.9% | $6,918+172.6% |