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 | $75,843 | $86,929-12.8% | $102,423-26.0% | $80,856-6.2% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 14.92% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $518 | $2,369-78.1% | $3,023-82.9% | $2,755-81.2% |
| Participant deferral / active EE | $3,932 | $4,118-4.5% | $5,053-22.2% | $4,296-8.5% |
| Admin fee / account holder | $2,817 | $8,049-65.0% | $9,451-70.2% | $6,918-59.3% |