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 | $48,335 | $148,978-67.6% | $200,582-75.9% | $84,808-43.0% |
| Participation rate | 87.7% | 84.2%+3.4pp | 86.9%+0.8pp | 68.3%+19.4pp |
| Annual return | 18.61% | 28.16%-9.6pp | 42.33%-23.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,342 | $4,815-72.1% | $6,419-79.1% | $2,631-49.0% |
| Participant deferral / active EE | $6,360 | $7,142-11.0% | $9,331-31.8% | $4,212+51.0% |
| Admin fee / account holder | $8,370 | $13,977-40.1% | $16,305-48.7% | $7,344+14.0% |