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 | $15,174 | $80,717-81.2% | $154,803-90.2% | $84,808-82.1% |
| Participation rate | 90.1% | 66.8%+23.3pp | 78.1%+12.1pp | 68.3%+21.8pp |
| Annual return | 17.60% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,113 | $3,303-36.0% | $5,540-61.9% | $4,212-49.8% |
| Admin fee / account holder | $1,777 | $6,746-73.7% | $14,329-87.6% | $7,344-75.8% |