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 7-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 | $66,440 | $148,978-55.4% | $200,582-66.9% | $84,808-21.7% |
| Participation rate | 82.4% | 84.2%-1.9pp | 86.9%-4.5pp | 68.3%+14.0pp |
| Annual return | 15.45% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $80 | $4,815-98.3% | $6,419-98.7% | $2,631-96.9% |
| Participant deferral / active EE | $10,736 | $7,142+50.3% | $9,331+15.1% | $4,212+154.9% |
| Admin fee / account holder | $4,033 | $13,977-71.1% | $16,305-75.3% | $7,344-45.1% |